Setting up Report Permissions

In order to allow access to view reports, please follow the below mentioned steps:

Reports are assigned by permission roles and not by individuals. As such, roles will need to be set up by permission roles

 

Step 1: Go to "Administration" then "Security" and then hit "Assign Reports".

 

 

Step 2: Select the report you want the person to view and hit "edit"

 

 

Step 3: You can then add the role that you would like to be able to see the particular report.

 

 

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