Setting up access to reports

To set up access to the required reports, you need to complete three main steps:

Select available reports in the admin panel

2. Assign report permissions to specific users

3. Configure how reports are displayed in the general list

If you have administrator access:

2. Go to the Accounts tab

3. Select a contract

4. Right-click the chosen contract — a context menu will appear

5. In the context menu, select Report list

6. In the list that appears, check the boxes next to the reports you want to make available to the users of this contract

If necessary, you can change a report name. To do this, click the field in the Alternative name column and enter a more user-friendly name.

Next, you need to specify which reports will be available to specific users:

2. Select a user from the list and click the icon

3. A window with the list of reports will open

4. Check the boxes next to the reports you want to assign access to for this user

You can either grant access to all reports or limit access to only the necessary ones.

To configure which report types will be available when creating a new report:

2. Select report types — check the boxes next to the required report names

3. Click Save settings

After configuring report display and access rights, you will be able to: