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Report access to a Role is provided by Report Generator sub-feature. Reports the user can view are listed. The user can edit parts of the report to customise it for their specific needs. For example, they can change the order of           

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Report Generator Features

Report Generator:

  • allows certain users based on Role to view certain reports
  • allows the user to create a custom copy of the original report
  • allow the user to edit sorting and grouping fields, add notes, and edit their custom report name.*
  • restricts access to the custom report

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  • to the user.   

* This 'new' report has a unique ID number, is saved with a new file name, and is also only available to can only be viewed by the user who generated it.             Image Removed


Learn more: Report Generator

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