Difference between revisions of "Manager Permission – Reports and Dashboards"
| Line 8: | Line 8: | ||
* '''Create''' new reports. | * '''Create''' new reports. | ||
* '''Edit''' or copy existing reports. | * '''Edit''' or copy existing reports. | ||
| + | * '''Delete''' existing reports, either individual or as batch delets. | ||
| + | |||
This permission is set through the [[Configuration Menu]]. | This permission is set through the [[Configuration Menu]]. | ||
| Line 25: | Line 27: | ||
| − | 3. Enable the [[Role|roles]] you wish to be able to create and | + | 3. Enable the [[Role|roles]] you wish to be able to create, edit and delete reports by checking the box next to the role name. |
[[Image:ManagerPermissionsSelectingRoles.PNG|link=]] | [[Image:ManagerPermissionsSelectingRoles.PNG|link=]] | ||
| Line 31: | Line 33: | ||
4. Scroll to the bottom of the page and click the '''Save''' button. | 4. Scroll to the bottom of the page and click the '''Save''' button. | ||
| − | * Provided your own account possesses one of the selected [[Role|roles]], you will now be able to create and | + | * Provided your own account possesses one of the selected [[Role|roles]], you will now be able to create, edit and delete reports. You will also be able to see two new columns on the list of reports: "Created By" and "Last Modified." |
==See Also== | ==See Also== | ||
Revision as of 13:18, 25 September 2013
Click here to watch a video on SmartSimple's integrated reporting subsystem.
Access to the report-creation features is controlled by the role-based manager permission. So you must be in a role associated with this feature in order to create reports.
You don’t need to enable the reports manager permission to users, if they are only going to view reports.
You must be a member of a role with manager permission for Reports if you wish to:
- Create new reports.
- Edit or copy existing reports.
- Delete existing reports, either individual or as batch delets.
This permission is set through the Configuration Menu.
1. Click the Roles & Permissions hyperlink under the Configuration heading on the navigation menu.
- You will see the above menu.
2. Click the hyperlink for Manager Permissions and select the Reports - Manager permission.
- The number of permissions listed on this page will vary depending on the applications that you have chosen to use.
3. Enable the roles you wish to be able to create, edit and delete reports by checking the box next to the role name.
4. Scroll to the bottom of the page and click the Save button.
- Provided your own account possesses one of the selected roles, you will now be able to create, edit and delete reports. You will also be able to see two new columns on the list of reports: "Created By" and "Last Modified."
See Also
