Who this guide is for: System administrators – Requires ‘System Admin’ role and System Setup permission
Overview:
This guide explains how to set the Reporting User View at the Global level, applying a master filter to all reports run in e-days.
How Reporting User View Works:
The Reporting User View defines whose data is visible when any user runs a report:
- My Record: Only their own data
- Reportees: Their direct and alternative-authorisation reportees
- Everyone: All active users
- Custom: A Custom View filter (must exist under System > Custom Views)
- Direct Reportees: Only their direct reportees, excluding alternative authorisation
You can also set descendant levels to include multiple tiers of reportees.
How to Set Up Reporting User View (Global):
- Go to Admin tools > Admin panel > Global > Global settings
- Scroll to Reporting User View.
- Click the dropdown and select one of:
- My Record
- Reportees
- Everyone
- Custom (ensure the view exists under System > Custom Views)
- Direct Reportees
- Click Save at the top of the page.
Additional Information:
- Reporting User View: Global filter for all report outputs.
- Custom View: Preconfigure under System > Custom Views before use.
- Requires ‘System Admin’ role and System Setup permission.
- Warning: Global settings apply to every user and override any template or user-level view.
- Tip: Use Bulk User Update to test different settings by assigning roles to test accounts.
- Use the search function within the platform to quickly find features or settings.