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How do I give employees access to reports?

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To give employees access to reports, add the Reporting user role to their login. Any user with Reporting permissions can see the Reports tab. By default, users with Reporting permissions can access all reports, but you can restrict access so the user can only access certain reports.

Step 1: Add the Reporting user role

  1. Go to System Settings then Logins.
  2. Find the login in the list.
  3. Click Edit in the Actions column.
  4. Check Reporting in the Roles field.
  5. Click Save.

Step 2: Select reports

  1. Return to System Settings then Logins.
  2. Find the login in the list.
  3. Click Location next to Reports.
  4. Check every report that you want the employee to see in his/her account.
  5. Uncheck every report that you do not want the employee to see.
  6. Click Save.
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