Report Roles

1

Report Role Selector

Displays the currently selected report role. Selecting a role reveals its permissions, favorites, users, and settings.

2

Add Role Button

Opens the New Report Role form.

Learn more about creating report roles.

3

Edit Menu (Pencil Icon)

Contains the following actions:

• Rename - Changes the name of the report role

• Duplicate - Creates a new role with copied settings. Learn more about creating report roles.

• Delete - Deletes the report role. This action cannot be undone.

4

Permissions Tab

Displays the report permissions tree. Each permission controls user access to specific reports.

Learn more about assigning report permissions.

5

Favorites Tab

Contains managed report favorites. Assigned reports appear under the Favorites section of My Reports.

Learn more about assigning managed favorites.

6

Users Tab

Manages user assignments for the selected report role.

Learn more about assigning users.

7

Settings tab

Contains the P&L Cutoff setting, which controls the account balance visibility for all P&L Report variations by defining which GL Types are shown or hidden.

Learn more about updating report role settings.

1

Search Bar

Filters the list of report permissions to only those whose names contain the entered text (minimum two letters).

2

Expand All / Collapse All

Expands all report groups if any are collapsed; collapses all if all are currently expanded.

3

Report Tree

Lists reports in alphabetical order, grouped by report category.

4

Expand/Collapse Button

Expands visibility of reports within the associated report category.

5

Assigned Checkbox

Assigns or unassigns the report or report category to the selected report role.

1

Search Bar

Filters the report list to only those whose names contain the entered text (minimum two letters).

2

Filter

Filters the reports list based on selected parameters.

3

Reports

Displays reports associated with the current report role.

The Permissions tab configures assigned reports.

4

Default View

Specifies the default report view used when running the report from the Managed Favorites section of My Reports. If Lock View (#5) is enabled, users cannot select a different view.

Only ‘public’ report views can be selected. Learn more about managing report views.

5

Lock View

Prevents users from changing the view and most report parameters when the setting is enabled.

When restrictions are applied and the report is customized from the Managed Favorites section in My Reports parameters are limited to:

• Filter

• Filter By

• Locations

• Date or Date Range

When the report is launched from other sections of My Reports:

• All parameters function normally and can be modified by the user.

6

Assigned Checkbox

Assigns or unassigns the report as a managed favorite. A checked box indicates the report is currently assigned.

1

Assigned User Summary

Displays the number of users assigned to the selected report role.

2

Search Bar

Filters the list of users to only those whose names contain the entered text (minimum two letters).

3

Only Show Selected Users Toggle

When enabled, displays only users who are assigned to the selected report role.

4

Assigned Checkbox

Assigns or unassigns the report role to the user. A checked box indicates the report role is assigned.

Full

Displays the full P&L Report with all GL accounts, including all relevant GL types.

Controllable

Displays the P&L Report up to and including accounts with the Operating Expense GL type.

Hides balances for:

• Non Controllable Expense

• Corporate Overhead & Other

• Income Tax

Prime Cost

Displays the P&L Report up to and including accounts with the Prime Cost GL type.

Hides balances for:

• Operating Expense

• Non Controllable Expense

• Corporate Overhead & Other

• Income Tax