Reporting Tab

The Reporting tab is part of the User Record and is where Report Roles setup for My Reports, Custom Financial Reports, and the Financial Dashboard can be assigned to a User.

Users & Security Limits

Users who have permissions related to user management, including creating and editing user roles, permissions, assigned locations, and report roles, can only edit within their own access level. Learn more about user editing restrictions and access levels.

From this page, users can perform the following actions:

Reporting Tab Buttons and Fields

	Button/Field	Description
1	All Reports toggle	Grants the user access to all R365 reports.
Search Report Roles
2	Search Report Roles box	Displays all existing report roles in R365. Report roles are user-created.
3	Search Bar	Filters the report roles to the entered text.
4	Report Role Checkbox	Selects the report role for bulk edits. When one or more report roles are selected an + Add Selected option appears in the bottom right.
5	Report Role Link	Opens the report role in a new tab.
6	+ Button	Assigns the selected report role to the user and adds it to the Applied Report Roles box. A checkbox will appear next to the report role name once it has been assigned.
Applied Report Roles
7	Applied Report Roles box	Displays all report roles that have been assigned to the user.
8	Search Report Roles	Searches the applied report roles for the entered text.
9	Report Role Checkbox	Selects the report role for bulk edits. When one or more report roles are selected an + Add Selected option appears in the bottom right.
10	Report Role Link	Opens the report role in a new tab.
11	X Button	Removes the report role from the user.
12	Remove All	Removes all assigned report roles from the user.

Adding Report Roles

The 'Search Report Roles' grid is used to search for and select Report Roles for the User while the 'Applied Report Roles' grid displays the chosen Report Roles for that User. Report Roles can be added in the following ways:

Individual Add - Click the plus icon next to the desired Report Role in the 'Search Report Roles' grid. This will add the Report Role to the 'Applied Report Roles' grid
Select and Add - Select the desired Report Role, then click the '+ Add Selected' button that appears at the bottom of the 'Search Report Roles' grid. This will add the Report Role to the 'Applied Report Roles' grid
All Reports - Toggle this on to provide a User access to all Reports

Removing Report Roles

Report Roles can also be removed from the 'Applied Report Roles' grid in the following ways:

Individual Remove - Click the 'X' icon next to the desired Report Role in the 'Applied Report Roles' grid. This will remove the Report Role from the User.
Select and Remove - Select the desired Report Role, then click the '- Remove Selected' button that appears at the bottom of the 'Applied Report Roles' grid. This will remove the Report Role from the User.

All Reports - Toggle this off to remove a User's access to all of the Reports