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Give access to reports

You can give permission to view and run reports, in a few easy steps.

Relu avatar
Written by Relu
Updated over 2 months ago

Giving report access to the right people is crucial for data security and operational efficiency. When you share reports, users can only see data they already have access to, but they gain visibility of all report columns regardless of other permissions.

Employees need proper organizational access to run reports effectively. Without access to specific sections or divisions, they won't be able to generate reports for those areas, which can limit their ability to do their job properly.

To give an employee access to the reports menu please follow the steps below:

  1. Depending on your setup, click Configuration or Admin Menu.

  2. Click Roles & Permissions, then select the role you need to edit.

  3. Click Role Permissions, then select Edit Permissions.

  4. Enable the permissions:

    • Report Viewer.

    • Menu Reports.

  5. Click Save.

πŸ“ŒNote: You need to run a batch update and a hr post update so that these changes reflect on the system immediately.

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