Difference between revisions of "Manager Permission – Reports and Dashboards"

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Access to the '''report-creation''' features is controlled by the [[Role|role]]-based manager permission.  So you must be in a [[Role|role]] associated with this feature in order to create reports.
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#REDIRECT [[Reports#Permissioning 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|role]] with manager permission for '''Reports''' if you wish to:
 
 
 
* '''Create''' new reports.
 
* '''Edit''' or copy existing reports.
 
 
 
This permission is set through the [[Configuration Menu]].
 
 
 
1. Click the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]].
 
 
 
[[Image:Reps1.png]]
 
 
2. Click the '''Manager Permissions''' tab.
 
 
 
The number of permissions listed on this page will vary depending on the applications that you have chosen to use.
 
 
 
[[Image:Reps2.png]]
 
 
3. Click the '''Reports''' permission.
 
 
 
[[Image:Reps3.png]]
 
 
4. Enable the '''Staff''' [[Role|role]] to use this permission.
 
 
 
5. Click the '''Save''' button.
 
 
 
Provided your own account is in the selected [[Role|role]], you will now be able to create reports.
 
 
 
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
 

Latest revision as of 21:49, 1 July 2019