Custom Reporting has 4 privileges available that control what type of data people can access.
Unlike other lists in the system, Custom Reporting does not utilise the standard rights/permissions system, and data access is solely determined based on the users access to one of the below privileges.
- View (Own Data): Allows the user to access custom reports, limited to data associated with the user or permission group (e.g. only contacts that they own)
- If you run a closed office, this is likely the ONLY privilege you want to be granting sales staff, to ensure that they never are granted access to data
View (All Data): Allows the user to view custom reports with data from all users
View Financial Modules: Allows the user to view the Agent Ledgers, Commission, Invoices, and Trust modules. Without the ‘View (All Data)’ privilege the user will only be able to see the Commission By Agent report (limited to their own data or their permission group).
Edit Shared Reports: Allows the user to edit any reports that have been shared with them. All users can edit reports that they created or someone in their permission group created.