Reporting Tab

This article is part of the User Record.

The 'Reporting' tab is where Report Roles setup for My Reports, Custom Financial Reports, and the Financial Dashboard can be assigned to a 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