Prerequisites
Before proceeding, ensure you have an admin role.
Step-by-Step Instructions
Step 1: Access Administration Settings
Click on your name located on the top-right corner of the screen.
Select "Admin" from the dropdown menu.
Step 2: Manage Privileges
Click on "Configurations" in the admin panel under General Settings.
Choose "Manage Privileges" from the configuration options.
Step 3: Customise Access
Edit an existing privilege to give access to custom reports or create a new one that includes access to custom reports.
Within the privilege settings, select "My Reports" to enable this feature.
Step 4: Update Privilege
Save your changes by clicking "Update Privilege."
Step 5: Access Custom Reports
Users with the newly configured privilege will now see a "My Reports" tab in their Reports Dashboard.
FAQs and Troubleshooting
1. What can I use custom reports for?
Custom reports can be used to analyze specific data points and generate insights tailored to your organisation's needs.