Reports - Creating a new reports folder

This guide has been created for system authorisers and administrators.

Specific role permissions may be required, including: Reports, Reports manager.

Overview:

edays provides the ability to run both preset and custom absence, overtime, system usage, and entitlement reports, and for these reports to be downloaded as a CSV, CSV - UTF-8 or HTML file.

This guide provides the steps required to create a new reports folder.

Step-by-step guide: 

1. Navigate to Manager tools > Reports dashboard.
2. Select the Data reports tab in the top left of the dashboard page.
3. Click the Reports Folders section on the left side of the screen.
4. Click the Create Folder button.
5. In the Folder name field, enter the name of the folder.
6. On the Can Edit tab, select who should have ability to edit the folder. This can be done on a user-by-user basis, or on a Group basis.
7. On the Can view tab, select who should have the visibility of the folder. This can be done on a user-by-user basis, or on a Group basis. Users that have the ability to edit the folder will be greyed out - to indicate that they are inheriting this permission.
8. Optionally, on the Can view tab, toggle the 'Available to all reporting users' setting - this will allow all users with the Reports permission to access the folder.
9. Click the Create New Folder button to add the folder to edays.

Please note: Your visibility of users included in reports is determined by the Reporting User View setting. If you are an authoriser, and you are unable to see required users in reports, please raise this to one of your system administrators.

Related Guides:

Reports - Building a new report