Custom Reports Access

Providing access to to a specific report

Within StaffSavvy, you are able to give personnel access to specific custom reports by granting permissions to certain access levels (such as line managers). This ensures that all relevant data is available to the appropriate teams within your company.

Under Permissions you can set up who you want to be able to view all custom reports as default, but if you want to set custom permissions for individual reports, you can do so when creating or editing a custom report. You can also decide whether you want allow the report to be displayed in the main menu for easy access or to only be accessible under all custom reports.

To do this go to Reports > Manage Custom Reports page. You will then need to either Create a New Report or edit an existing one. If the report you want to change is already published you will need to select Copy & Edit Report first to then be able to Edit Title & Access on the copied version.

From here you will then be given a list of all the access levels available to. One of these options is to give access to only the Direct Line Manager of the staff involved, however there is also another option that allows the relevant line manager and all line managers above them in the structural hierarchy to have access.

From here you can also decide to include the report on the main menu or have it remain only on the All Reports page. We would recommend keeping your most used and relevant reports on your main menu to make it easy to navigate to regularly used reports.

Remote Custom Report Access

In addition to being able to control access to individual reports we also offer the option to grant remote access to reports. Remote access to custom reports allows you to access certain data from the system and have it curated into the columns you need.

To set up remote access, you’ll need to assign the permission Custom Reports: Grant Remote API Access to your access level, or those who need to set this access up.

Once assigned, you’ll see a new option next to each custom report under the MORE button that allows you to enable Remote API Access.

You will be taken to a page that allows you to set API restrictions. You can stipulate an IP address or IP range to restrict how much access to your system the user will have. 

Only the user who has created the remote access can see the access details. You can remove or edit API access at any time.

IMPORTANT: This is our old version of API management, to view our new version of API management which revolves around a set of permissions review our article on open API here. This version is at risk of at the risk of deprecation and is likely to be removed in coming updates.