The Custom Reporting menu offers a new method of reporting that makes getting the data you need out of the system much easier, and presented in a user friendly and intuitive way.
This module will be added to indefinitely and will continue to grow as part of the product offering.
Permissions
In order for employees to view the Custom Reporting menu they will need one of the permissions mentioned below.
Custom Reporting - Admin (Default Reports Access)
This permission has 4 options:
Can View: Granting this gives the user the ability to see the Custom Reporting module and automatically grants access to all reports made within the Custom Reporting module regardless of any other permission or share status.
Can Edit: This will grant the user the ability to Edit a report and save it for later re-use.
Can Add: This grants the user the ability to add new reports.
Can Delete: This offers the user the ability to delete reports.
Custom Reporting - Standard User
This permission has one option:
Can View: Granting this gives the user access to the Custom Reporting module, but they will only be able to see the reports that have been shared with them. Typically this is offered to most employees that would need access to at least one report. Granting this will not offer them the ability to edit, delete or add reports. However, they will be able to sort and filter a report, though these changes will not be saved and will need to be reapplied when they return to the report.
For more guidance on how to assign permissions to an employee, role or post, please refer to our article on adding permissions.
Add to Menu
If your system uses a custom menu, you may be required to add the Custom Reporting to the left hand menu.
If you have all the correct permissions but can't see the menu, follow the steps below:
Go to Setup and click Settings.
Select Menu Structures and click on the menu you wish to add this to.
Scroll down to Other and click Custom Reporting.
Select Reports from the Menu Group dropdown list.
Click Save and refresh your browser page.