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A report is visible to users , if it is added to at least one Report Group. This can be done by a user who has the Administrative Access to Reports.
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Note: Several groups can show the same report. This is useful , because usually each group of reports will be assigned to a different groups of users (e.g. field users vs managers). However, if different users need to access the same report, it can be added to several Report Groups. |
To add a new report to one or more Report Groups proceed as follows:
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To access reports, navigate to Administration > Reports. |  Image ModifiedAdministration > Reports menu |
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The Reports main window opens. Click Administration in the main toolbar in the top part of the page. |  Image ModifiedMain Administrative toolbar > Administration option |
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The list of administrative functions opens. Click Reports under User Administration. |  Image ModifiedUser Administration > Reports option |
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The list of all reports appears. Click Group link next to the report name. |  Image ModifiedAccessing full list of Reports |
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The list of all Report Groups appears. Select the checkbox next to those groups, where you want the report to appear. |  Image ModifiedMarking, which Reports Groups will show the report |
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Scroll to the bottom of the page and click Save. |  Image ModifiedSaving the report in a Reports Group |
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