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Step

Result

1

To access reports, navigate to Administration > Reports.

Administration > Reports menu

2

The Reports main window opens. Click Administration in the main toolbar in the top part of the page.

Main Administrative toolbar > Administration option

3

The list of administrative functions opens. Click Groups Reports under User Administration.

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User Administration > Groups Reports option

4

The list of report groups all reports appears. Click Users Group link next to the group report name.

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Accessing the Users full list for a of Reports Group

5

The list of all system users appears. Search for the specific user with the Web browser’s search (press Ctrl+F). Then select Report Groups appears. Select the checkbox next to the usernamethose groups, where you want the report to appear.

Image RemovedMarking the list of users, who can see a Reports Group
Info

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.

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Marking, which Reports Groups will show the report

6

Scroll to the bottom of the page and click Save.

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Saving the list of users for report in a Reports Group