Reports - Importing and User Access

This topic shows you how import reports, and give User Access.

Importing Reports

1. Navigate to Main Menu > General > Select Reports.

2. Navigate to Menu > Edit Reports.

3. Navigate to Menu > Load from File, and select the report from where you have saved it on the PC.

User Access

1. Navigate to Main Menu > Setup > Settings & Defaults.

2. Select the user that requires access.

3. Go to Reports & Dashboard > Edit Reports - Access Allowed and click on Edit > Yes.

4. Any new reports will be under the Available Reports section and can be moved over to the right hand panel with the arrows.

5. Functionality has been added to set the User access for a report from the Edit Reports module. Right-click on the Report, select Set User Access.