Reporting Options
Global Options Include:
Company Options Include:
Default Security Roles with Reporting Permissions
Approver (All companies)
Global: No permissions. Previously downloaded reports can be downloaded.
Company: No permissions. Previously downloaded reports can be downloaded.
Global Report Builder: No permission to create a new template.
Company Report Builder: No permissions. Previously downloaded reports can be downloaded.
Report Customization: Can upload new Template, Download template, and Reset
Approver (Restricted companies)
Global: No permissions to generate new or Previously downloaded reports can be downloaded.
Company: No permissions. Previously downloaded reports can be downloaded.
Company Report Builder: No permissions. Previously downloaded reports can be downloaded.
Global Report Builder: No permission to create a new template.
Report Customization: Can upload new Template, Download template, and Reset
All Writer and Viewer (All companies)
Global: Can generate new report
Company: Can generate new report
Company Report Builder: Can generate new report
Global Report Builder: You can create a new template.
Report Customization: Can upload new Template, Download template, and Reset
All Writer and Viewer (Restricted companies)
Global: No permissions to generate new or Previously downloaded reports can be downloaded.
Company: Can generate new report
Company Report Builder: Can generate new report
Global Report Builder: You can create a new template.
Report Customization: Can upload new Template, Download template, and Reset
Approver and Viewers (Restricted companies)
Global: No permissions to generate new or Previously downloaded reports can be downloaded.
Company: No permissions. Previously downloaded reports can be downloaded.
Company Report Builder: No permissions. Previously downloaded reports can be downloaded.
Global Report Builder: No permission to create a new template.
Report Customization: Can upload new Template, Download template, and Reset
Approver and Viewers (All companies)
Global: No permissions to generate new or Previously downloaded reports can be downloaded.
Company: No permissions. Previously downloaded reports can be downloaded.
Company Report Builder: No permissions. Previously downloaded reports can be downloaded.
Global Report Builder: No permission to create a new template.
Report Customization: Can upload new Template, Download template, and Reset
Viewers (All companies)
Global: No permissions. Previously downloaded reports can be downloaded.
Company: No permissions. Previously downloaded reports can be downloaded.
Global Report Builder: No permission to create a new template. Previously downloaded reports can be downloaded.
Company Report Builder: No permissions. Previously downloaded reports can be downloaded.
Report Customization: Can't upload new Template, Download template, and Reset
Viewers (Restricted companies)
Global: No permissions. Previously downloaded reports can't be downloaded.
Company: No permissions. Previously downloaded reports can be downloaded.
Global Report Builder: No permission to create a new template. Previously downloaded reports can't be downloaded.
Company Report Builder: No permissions. Previously downloaded reports can be downloaded.
Report Customization: Can't upload new Template, Download template, and Reset
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