Custom Reports Access

You can provide access to specific reports to certain access levels including line manager access.

In addition, you can mark the reports so they are shown in the main menu for quick access by yourself and others with access.

Go to the Manage Custom Reports menu to edit who has permission to view and allow the report to be displayed in the menu.

Remote Custom Report Access

Remote access to the custom reports allows you to access certain data from the system and have it curated to 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 when editing the custom reports. This Manage API access button will display all access to the report.

Use the option at the top to add remote access. You can stipulate an IP address or range to restrict access to.

Only the user who has created the remote access can see the access details.