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titleVersion History

Date

Change

September 2023

Reformatted page

November 2021

Initial Version

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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.

Info

Note: Several groups can show the same report. This is useful because usually each group of reports will be assigned to 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.

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

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

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

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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.

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Marking, which Reports Groups will show the report

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Scroll to the bottom of the page and click Save.

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Audience: Administrators

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Functionality: Docupace reports allow admins to have an overview of how people use the system.

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