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Give access to reports

These features are only available in the Professional configuration.

First you need to familiarize yourself with the basic principles of assigning access rights .

Viewing Reports

And then you can give access to reports. Top of the main menu "Database" select a team "Reports" .

A list of reports will appear, grouped by topic. For example, expand the ' Money ' group to see a list of reports for financial analytics.

It is reports that are related to money that can usually be confidential for most employees of the organization.

View the roles that include the report

Let's take a piecework payroll report as an example. Expand the ' Salary ' report.

You'll see what roles this report belongs to. Now we see that the report is included only in the main role.

The report that is displayed in the user menu

If you also expand the role, you can see the tables when working in which this report can be generated.

The table name is currently not specified. This means that the ' Salary ' report is not tied to a specific table. It will show up in "custom menu" left.

Report displayed inside the opened table

Now let's expand the ' Check ' report.

1. First, we will see that this report is included not only in the main role, but also in the role for the pharmacist. This is logical, the pharmacist should be able to print a receipt for the buyer during the sale.

2. Second, it says that the report is linked to the ' Sales ' table. This means that we will no longer find it in the user menu, but only when we enter the module "Sales" . This is an internal report. It is located inside the opened table.

Which is also logical. Since the check is printed for a specific sale of medical products, for example, about the availability of a pharmacy. To form it, you will first need to select a specific row in the sales table. Of course, if necessary, print the check again, which is extremely rare. And usually the receipt is printed automatically right after the sale in the window of the ' Pharmacist Workstation '.

Take away access

For example, we want to take away access from the pharmacist to the report ' Receipt '. To do this, simply remove the role ' KASSA ' from the list of roles in this report.

Deletion, as always, will need to be confirmed first.

And then specify the reason for the removal.

We can take away access to the ' Receipt ' report from all roles. This is how the expanded report will look like when no one is given access to it.

give access

To give access to the ' Check ' report, add a new entry to the expanded inner area of the report.

Please read why you will not be able to read the instructions in parallel and work in the window that appears.

In the window that appears, first select the ' Role ' for which you are granting access. And then specify when working with which table this report can be generated.

Ready! Access to the report is granted to the main role.

See below for other helpful topics:

• Setting data access rights
• To the begining

• Download the program with interactive training