Can I Create A Custom Report For One Company Only?

Modified on Wed, Feb 14, 2018 at 2:01 PM

Q. Is it possible to create a report and allow only managers of a specific company to run it? 


A. Yes you can but you would need to log in as a manager of that company and click the Add Report link. When you create a report as a manager of a specific company then only that company will be able to see the report. In the producer section of Custom Reports you will see a new report is created but it will have the manager that created that report.


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