User Settings - Reporting Levels

Setting User Roles to manage KPIs and reports that users can view

Written by Ian Oldrey

Updated at January 3rd, 2023

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Table of Contents

Setting User Role for Reporting Setting reports to have reporting levels

Setting User Role for Reporting

Setting User Roles > Reporting levels will affect the KPIs that a user can see

Settings
User Administration
User Roles
Select user role to edit
Module > Reporting
Set level to:
1. None - cannot see any reporting
2. Low - can view basic reports
3. Mid - can view basic and advanced reports
4. High - can view basic and advanced and reports with sensitive data

Against each KPI the User Level can be set

Settings
Reporting
KPI Permissions
Set each KPI to the minimum user role level that can view it (none/low/mid/high)