The reporting user view controls which users you can see when running reports. To configure it on a Template level please follow these steps:

  • Navigate to Admin tools > Admin panel.
  • Go to Templates > User Templates.
  • Locate the User Template you wish to update and click the Blue Edit button on its row.
  • Click the System tab.
  • Scroll down the page to the Reporting User View setting.
  • Click the drown down box and select the desired value:
    • My Record: The current user only
    • Reportees: The list of users the current user manages/authorises for.
      • Can Include reportees of reportees by configuring the Reportee Descendant settings below the User Views.
    • Everyone: Every active user in your system
    • Custom: People determined from a custom filter
      • Selecting this will give you another dropdown to select a custom view from.
    • Direct Reportees: The list of people the current user approves. It does not include reportees of reportees.
  • At the bottom of the page click the Orange Save button.


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Note: You will need the User Templates permission(s) applied to your e-days role in order to carry out this task.