Assigning Access to Reports

After drilling-down to the Report view of a business category, click the Report button   to list the reports and dashboards associated with it.

 

After clicking the Report button, the Reports assignment window will display. If a checkbox is grey, this means the report includes other views that this user does not have access to.

 

 

 

 

After selecting (check-marking) the report, save and return to the previous screen. If you do not want to save, click X.

 

NOTE: You will only need to do this for existing reports. For new reports in this business category, the user will have access automatically.