Set Up Access to Favorite Reports

You can control access to favorite reports by individual role or for multiple roles. These settings work in conjunction with Ajera CRM Reporting. You must use the Organize Favorite Reports dialog box to configure favorite reports before you assign favorite reports to one or more roles.

Prerequisite: Select an existing role.

To select the favorite reports that a role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Favorite Reports.
3. Select a report type and use the Add and Remove buttons to move fields between the Available Favorites and Favorites for this Role columns, or select Full access to all reports.
4. Decide whether or not a favorite report will be available to all roles:

   • If you want a favorite report to be available to all roles, select the report from the Available Favorites column and click Make items global to all roles. This report will be listed in the Favorites for this Role column for all Ajera CRM roles, with a Y in the Global column, to indicate that it is a global assignment.

   • If you want a global report to no longer be global, select the report that you want to remove, and click Make global items role specific. When asked to confirm the change, click Yes. This report remains listed in the Favorites for this Role column for the current role, but has an N in the Global column, to indicate that it is not a global assignment.

5. Click Save.