User Group - Reports Access Rights
When access rights are associated with a user group, all users assigned to that user group will be provided access to that function.To access the Reports option access rights, as shown in Fig.1:
- Navigate to Property > Setup > User Groups > User Groups
- Double-click the desired user group
- Select Reports from the Main Menu drop-down
- Add or modify access rights
- Click Save.
Fig.1 - Accessing the Reports access rights
Group Details
| Fields | Description |
|---|---|
| Allowed segments for group | If a segment or segments are selected, then users assigned to the user group will only have access to products associated with those segments, and subsequent categories and subcategories. Note: a blank field denotes access to all segments. |
Submenu
| Fields | Description |
|---|---|
| Report Center | Provides access to the Report Center but without the other options marked, nothing will be available. The Report Center button and drop-down menu option become accessible, as seen in Fig.2.  Fig.2 - Report Center button and drop-down menu become accessible. |
| Custom Reports* | Provides access to the Custom Reports screen, but additional access rights are required to be able to do anything. The drop-down option becomes accessible, as seen in Fig.3. Fig.3 - Custom Reports drop-down option becomes accessible. |
| Requisition Reports | Provides access to the Requisition Reports screen and all the reports which the property has marked as visible, located under Property > Administration > Reports > Reports Usage. The drop-down option becomes accessible, as seen in Fig.4. Fig.4 - Requisition Reports drop-down option becomes accessible. |
| Purchasing Reports | Provides access to the Purchasing Reports screen and all the reports which the property has marked as visible, located under Property > Administration > Reports > Reports Usage. The drop-down option becomes accessible, as seen in Fig.5. Fig.5 - Purchasing Reports drop-down option becomes accessible. |
| Receiving Reports | Provides access to the Receiving Reports screen and all the reports which the property has marked as visible, located under Property > Administration > Reports > Reports Usage. The drop-down option becomes accessible, as seen in Fig.6. Fig.6 - Receiving Reports drop-down option becomes accessible. |
| Inventory Reports* | Provides access to the Inventory Reports screen and all the reports which the property has marked as visible, located under Property > Administration > Reports > Reports Usage. The Inventory Reports drop-down option becomes accessible, as seen in Fig.7. Fig.7 - Inventory Reports drop-down option becomes accessible. |
| Recipe Reports | Provides access to the Recipe Report screen and all the reports which the property has marked as visible, located under Property > Administration > Reports > Reports Usage. The Recipe Report drop-down option becomes accessible, as seen in Fig.8. Fig. 08 - Recipe Reports drop-down option becomes accessible. |
| Accounting Reports | Provides access to the Accounting Report screen and all the reports which the property has marked as visible, located under Property > Administration > Reports > Reports Usage. The Accounting Report drop-down option becomes accessible, as seen in Fig.9. Fig.9 - Accounting Reports drop-down option becomes accessible. |
| Property Reports | Provides access to the Property Report screen and all the reports which the property has marked as visible, located under Property > Administration > Reports > Reports Usage. The Property Report drop-down option becomes accessible, as seen in Fig.10. Fig.10 - Property Reports drop-down option becomes accessible. |
| Favourite Reports | Provides access to the Favourite Reports screen so that reports accessed most often by a user in the other areas of the Report Center may be marked as favourites to be found quickly and easily. This area can hold at least 20 reports and it is tied to the user's userID, so each user can have their own favourite reports. The Favourite Reports drop-down option becomes accessible, as seen in Fig.11.  Fig.11 - Favourite Reports drop-down option becomes accessible. |
Note: fields with an asterisk indicates a Submenu with additional access rights.
Note: once the appropriate access rights have been associated to the user group:
- Click Save.
Additional Access Rights
Some of the Submenu options have extra access rights associated with them.To access, click ". . ." under the Access Rights column, as seen in Fig.12.
Fig.12 - Accessing the additional access rights
When additional access rights are provided to the user group for the Custom Reports, the users assigned to that user group will be able to do more within that area.
The additional access rights are shown in Fig.13.
Fig.13 - Access Right - Custom Reports
| Fields | Description |
|---|---|
| Custom Reports Access | Provides the ability to Create, Edit, View, Delete, and Print reports the user or users have created themselves. Create - provides the ability to make a new Custom Report, as seen in Fig.14, using the database tables or SQL. Requires the View access right.  Fig.14 - New Report option becomes accessible. Edit - provides the ability to modify existing reports, as seen in Fig.15. Requires the View access right.  Fig.15 - Edit Report option becomes accessible. View - provides the ability to see and open the reports. Delete - provides the ability to remove existing Custom Reports, as seen in Fig.16. Requires the View access right.  Fig.16 - Delete Report option becomes accessible.  'Fig.17 - Print options become accessible after opening a Custom Report. |
Note: once the appropriate access rights have been associated with the user group:
- Click Save.
The Inventory Reports submenu has additional access rights within it, as shown in Fig.18.
Fig.18 - Access Right - Inventory Reports
| Fields | Description |
|---|---|
| Outlet Reorder Report | Provides access to the report.
|
Note: once the appropriate access rights have been associated with the user group:
- Click Save
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