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How to make custom reports available to users

Jessica_MJessica_M NACommunity Manager ✭✭
edited November 16 in Reports Management

If you have custom reports and you’d like more software users at your company to be able to view them, you can edit your Security Levels to ensure users have the appropriate permission to view them.

To give users permission to view reports:

  1. Access Corporate Control Center and open your Security Levels.
  2. Select a Security Level in the bottom left dropdown menu.
  3. Click the Reports tab.
  4. Check the box next to Custom Reports.

  5. Click OK to save your changes.
  6. Once you've made this change, users with that security level will be able to view custom reports.Do you have any feedback on this article? Click the button below to let us know.  
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