Report options for users

Transcript

Let’s go in and see what’s required to set up a new reporting. First, as an admin, you’ll have access to the Account tab. Let’s go there and under Account Setup, you’ll see Report Settings. From there, you’ll first need to enable the new report experience and click Save. Then to enable the specific users, you’ll go to the actual user settings. Let’s go look at Sarah Rose’s settings. Under there, you select Sarah. You see that we have a new option here, Report Options. Here are the different choices. Based upon what you specify here is what kind of reports can be seen by this user. You have the options of users’ own data and any data from groups that they are admins for, users’ own data and data from groups that they are members of, or data from the whole account. If we’re looking at a system administrator, you’ll have the option of specifying whether or not they can see report data from the entire account.