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Permission to view reports

In order to have access to the Reports menu you will need the permissions mentioned in this article.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 4 months ago

In order for an employee to view the Reports menu, they will need the view permissions called 'Menu Reports' and 'Reports' which can be added by following the steps in our article on adding permissions.

Once added, the Standard Reports and Other Reports menus will be visible but may not contain any reports. You can customise which reports each employee needs access to by adding individual permissions:

  1. Search for the employee and go to their profile.

  2. Go to Security and select Permissions.

  3. Click Edit Employee Permissions.

  4. Click Filters and then Options.

  5. Select Reports and click Filter.
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  6. Search for the name of the reports the employee needs and click the eye icon to enable them.

  7. Click Save.

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