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User Views - Global level reporting user view

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):

  1. Go to Admin tools > Admin panel > Global > Global settings
  2. Scroll to Reporting User View.
  3. Click the dropdown and select one of:
    • My Record
    • Reportees
    • Everyone
    • Custom (ensure the view exists under System > Custom Views)
    • Direct Reportees
  4. 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.

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