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Role Overview: Reporting

The "Reporting" role is designed to allow or provide users with the permission to run reports, except for the Record Export CSV report.

 

NOTE: This role should be limited to users that have permission to see all information in an account (including private, personal and financial data). Once provisioned, the user will be able to run all available reports (except the "Record Export CSV" report). There is presently no way of limiting users to viewing/running certain reports.

 

***To run the "Record Export CSV" report, an additional role must be assigned to the user (e.g. Employee Management, Contractor Management, Volunteer Management).

 

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