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| + | #REDIRECT [[Reports#Permissioning Reports]] |
| − | 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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| − | You don’t need to enable the reports manager permission to users, if they are only going to view reports.
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| − | You must be a member of a [[Role|role]] with manager permission for '''Reports''' if you wish to:
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| − | * '''Create''' new reports.
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| − | * '''Edit''' or copy existing reports.
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| − | * '''Delete''' existing reports, either individual or as batch delets.
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| − | This permission is set through the [[Configuration Menu]].
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| − | 1. Click the [[Roles & Permissions]] hyperlink under the [[Configuration Menu|Configuration]] heading on the navigation menu.
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| − | [[Image:RolesAndPermissions.PNG|link=]]
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| − | * You will see the above menu.
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| − | 2. Click the hyperlink for '''[[Manager Permissions]]''' and select the '''Reports - Manager''' permission.
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| − | [[Image:ManagerPermissionsListReportsManagerHighlighted.PNG|link=]]
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| − | * The number of permissions listed on this page will vary depending on the applications that [[Subscribing to On-Demand Applications|you have chosen]] to use.
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| − | 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.
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| − | [[Image:ManagerPermissionsSelectingRoles.PNG|link=]]
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| − | 4. Scroll to the bottom of the page and click the '''Save''' button.
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| − | * 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."
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| − | ==See Also==
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| − | * [[Manager Permissions]]
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| − | {{PrevNextStart}}[[Getting Started with Reports and Dashboards]]
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| − | {{PrevNextMid}}[[Accessing Reports in SmartSimple]]
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| − | {{PrevNextEnd}}
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| − | [[Category:Reports]][[Category:System Management]]
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