OverviewUser HierarchyDepartments / TitlesUsersCreating a Department / Title / UserWork HierarchyClients / Projects / TasksCreating a Client / Project / TaskWorking with ListsTime SheetsLeave TimeLeave TypesVacationHolidaysRevenue / RatesReportingReporting AccessRolesCreating a RoleSecurity LevelsReference FieldsCustomizing Your Instance
Reporting Access
There are two parts to giving a user access to the pivot report. You might not need to do part two if the user already has a role other than Timesheet User.
Part 1: Giving a user access to the Pivot Report
Give the user the Pivot Filter User role
- Click on Work Hierarchy
- Click Users
- Find the user you want to give access to
- Scroll to the bottom of the form
- Click the "New User Roles" button on the related list
- In the role field search for "Pivot Filter User" and select it
- Click the Create button
The user will now have the Pivot Filter on their left nav and the ability to run the report.
Part 2: Giving a user access to report on pieces of data
The pivot report allows you to report and filter on every record type on the work and user hierarchy.
For a user to see the Columns and Filters for a specific record type (i.e., Departments) they have to have access to the filter on the Pivot Filter and access to the table (they might already have this from other roles i.e., the base Timesheet User role gives read access to all of the Work Hierarchy).
In the example below we are going to give a role access to report on Departments.
- Create a new role
- Creating a Role
- You can also use an existing role
- Click on Access from the left navigation
- Click on Roles
- Find the Role you want to give additional access to
- Scroll to the bottom of the Role form
- Click the "Security Level" tab
- Click the "New Security Level" button
- In the table field pick "Departments"
- Click the "Create" button
- Check the "Read" checkbox in the "Table Access" section
- Check the "Read" checkbox for at least one column in the "Field Access" section
- Click "Save"
Limiting Access to the Pivot Report to only specific Columns and Filters
By default every user has access to report on the Work Hierarchy (because of the security levels on the timesheet user record). If you wanted to only allow them access to Projects, you would need to create a new role for this and not give them the "Pivot Filter User" role. When setting up the new role's security level for the "Pivot Filter" table you would copy all the options from the "Pivot Filter User" role, but for the "Filter" fields you would only check the "Project Filter" read and update checkboxes.