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.

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

Open

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

Open

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

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