Overview
It is possible for an Admin to release individual custom reports to be accessed by Coordinators.
Article Sections
Functions
They may be released to the Coordinator in one of two ways:
- Ability to modify fields and rules (but not save those changes).
- Preview only.
To Have in Place
The Permission Group for the Coordinator must have the Reports section set to Read Only or Visible in addition to releasing the report for the report to be visible to that level.
Release to Coordinator
1. Build your new Custom Report or open an existing Custom Report.
2. Use the drop down menu to release the report.
3. Save your changes.
Location Warning
The Custom Reports released to Coordinators will show all data for the report and will not limit the data based on the Coordinator's Program or Location permissions.