Who this guide is for
System Administrators who configure template-level report visibility. Requires 'System Admin' role and User Templates permission.
Overview
This guide explains how to set the Reporting User View at Template level, which overrides Global settings and controls which users appear in reports for everyone assigned to that template.
How Reporting User View Works
The Reporting User View applies a filter to every report run by users assigned to the template, determining whose data they can see. The options are:
- My Record – only the current user's data
- Reportees – direct and alternative-authorisation reportees
- Direct Reportees – direct reportees only, excluding alternative authorisation
- Everyone – all active users
- Custom – applies a view created under System > Custom User Views
Descendant levels can be included so the view covers multiple management tiers.
How to Set Up Reporting User View
- Navigate to Template.
- Locate the relevant template and select Edit. You will land on the Template Settings tab by default.
- Scroll to Reporting User View.
- Select one of: My Record, Reportees, Direct Reportees, Everyone or Custom.
- If you select Custom, choose the required view from the list. The view must already exist under System > Custom User Views.
- Select Save Template at the top of the page.
Additional Information
- Reporting User View: the report filter applied to all users assigned to the template.
- Custom User View: must be created under System > Custom User Views before it can be assigned.
- Requires 'System Admin' role and User Templates permission.
- Warning: Template settings override Global settings. The change applies to every user assigned to the template.
- User-level settings override the template value, so check individual records if a user reports unexpected results.
- Ask users to log out and back in if the updated view does not appear immediately in their reports.
- Tip: Use the search function within the platform to quickly find features or settings.