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The Scheduled Reporting feature allows Allows Admin to group specific reports and set Role permissions so that only certain Users can access these reports for the Report Generator and /or Subscription functionalitiesadd email recipients to receive the updated report on a set schedule. |
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Allowing Report Access to Other Teams or Individuals
The CV ecommerce platform has an inbuilt capacity to create reports. Using this feature and viewing those reports are usually only for the Administrator role. Suppose your business wants to provide certain individuals, even some outside your company, with access to a specific report?
Scheduled reporting:
- provides report access to certain logged in users based on website Role (beyond the Admin role).
- allow this Role others (via email address recipients) to be subscribed (sent) the report
- allow subscribers to receive updated reports by setting a schedule
Example Use Cases
- A sales report is created for Sales Team Leaders. You want each Sales leader to manage distribution of the report within their teams.
- Your business is contracted to sell workgear to a number of large organisations. One organisation wants each area's manager to keep track of purchases, or to ensure new staff have purchased required gear. A suitable report has been created to display this data.
- Your business sells to resellers. You have created a product report that shows what each reseller customer purchases on a monthly basis. You want certain staff to receive this report at the end of every month.
Report Generator permits Role-defined groups of users to re-run (generate) reports they have access to while logged into your website. During the report design stage, a report can be assigned to a Report Group. When configuring Report Generator, Admin adds the Report Groups that can be accessed via the Report Generator. Access restrictions can be set against Report Groups so that they are available only to nominated Roles in Report Generator. Before a User generates a report, they can change the order of sorting and grouping fields, add notes, and edit the report name, if they wish. A user-generated report does not edit the original report. It has a unique ID number, is saved with a new file name, and is also only available to the User who generated it.
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