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Report Profiles

You can set up report profiles to control employee access to reports.

When an employee is assigned a particular report profile, they have access only to the reports listed in that profile.

1. In the Utilities view in the left-hand pane, click Database Utilities.
2. Select Report Profiles in the left-hand pane.
3. The Report Profiles window opens. To set up a new report profile, click ADD.
4. Specify a name and description for the profile.
5. Select the reports that will belong to the profile, and then click SUBMIT.

You have set up a new report profile.

You can assign it to an employee in their employee details record.

Note: You can also edit or delete an existing report profile by selecting it in the drop-down list and clicking EDIT or DELETE, as appropriate.

Assigning a Report Profile to a Position and Employee

You assign a report profile to a position by selecting it in the drop-down list in the User Profile section of the Positions screen.

By assigning the position to an employee, you apply the report profile to the employee.

See also

Database Utilities

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