/
Folders, Reports & Documents > Report Profiles

Folders, Reports & Documents > Report Profiles

Which in the box reports you can see in WorkBook, will depend on two things:

  1. Your report access

  2. Which area of WorkBook you are in

This article looks at report access.

ON THIS PAGE YOU’LL FIND:


SETTING UP REPORT PROFILES

Report profiles are setup by a system administrator in:

  • The settings module > folders, reports & documents > report profiles

  • Go to:

  1. the report profiles tab

  2. choose a report profile e.g. Advanced user

Each report profile is assigned a series of reports using the enable column

  • Click in the enable checkbox for the reports you want this profile to have access to


ASSIGNING A REPORT PROFILE

  • At employee creation each user is assigned a report profile which determines which reports they have access to

  • To change an employee’s report profile go to resource module > employee settings grid

  • Select the employee > open the employee card

  • Select the settings icon > go to employee basic settings > report profile > select the profile from the drop down


Related articles

Related content

In The Box Reporting
In The Box Reporting
More like this
Folders, Reports & Documents Summary > Financial Postings Report 264
Folders, Reports & Documents Summary > Financial Postings Report 264
Read with this
Reporting Options in WorkBook
Reporting Options in WorkBook
More like this
Folders, Reports & Documents > Finance Reports Configuration
Folders, Reports & Documents > Finance Reports Configuration
Read with this
Dashboard Reporting
Dashboard Reporting
More like this
Folders, Reports & Documents > Finance Account Groups
Folders, Reports & Documents > Finance Account Groups
Read with this

© Tangram 2022. All rights reserved.