Reporting Options and Security

Reporting Options

Global Options Include:

Report Builder

Global Standard Reports

Report Customization

Company Options Include:

Company Report Builder

Company Standard Reports

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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