Assigning a Report to Multiple Roles

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caption Click here to watch a video on SmartSimple's integrated reporting subsystem.

Alternatively, you can assign a single report to multiple roles in a single step.

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1. Edit your Contact List report.

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2. Click the Assign Roles tab.

The Role list is displayed.

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3. Select all roles.

4. Click the Save button.

The selected report is now available to all roles.




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