Who this guide is for: System administrators – Requires ‘System Admin’ role and Users permission
Overview:
This guide explains how to set the Reporting User View at the User level, overriding Global and Template settings to control which users appear in reports run by that user.
How Reporting User View Works:
The Reporting User View applies a master filter to all reports a user runs:
- My Record: Only the current user’s data.
- Reportees: Includes the user’s direct and alternative authorisation reportees.
- Everyone: All active users.
- Custom: Uses a Custom View filter (requires a pre-configured custom view).
- Direct Reportees: Only the user’s direct reportees, excluding alternative authorisation.
You can also set descendant levels for reportees to include multiple management tiers.
How to Set Up Reporting User View:
- Go to Admin tools > Users.
- Search for the user and click Edit on their record.
- Select the User Settings tab.
- Scroll to the Reporting User View setting.
- Click the dropdown and choose the desired view option.
- Click Save User at the top of the page.
Additional Information:
- Reporting User View: The user-specific filter applied when running reports.
- Custom View: A saved filter under System > Custom Views that can be assigned here.
- Requires ‘System Admin’ role and Users permission.
- Warning: User-level settings override Global and Template views.
- Tip: Ensure any Custom View used is already created in System > Custom Views.
- Use the search function within the platform to quickly find features or settings.