Change access to a custom report

When you create a custom report, you can specify which staff have access to that report by selecting them in the Permissions section of the Report Builder. Selected staff will then be able to see and run a copy of the report in the Custom tab of the Reports page.

To change which staff can access one or more of your custom reports:

1. In the Reports page, select the Custom reports tab.
2. On the Custom reports tab, find the report (or reports) you wish to change access to by using one or more of the following options:
   • Search and filter options
     1. Scroll (and if necessary, page) through the list of available reports.
     2. In the search box, start typing a word from the report title. WorkflowMax immediately displays the reports whose title contains the text you have typed.
     3. For each report you wish to change access to, select the checkbox to the left of the report title.
     4. Do one of the following:

     • To deny specific staff access to the selected reports, click the Remove staff button. In the Remove staff dialog, select the staff whose access you want to change and click Remove.
     • To give specific staff access to the selected reports, click the Add staff button. In the Add staff dialog, select the staff whose access you want to change and click Add.

     The Remove staff and Add staff buttons are available only when one or more report checkboxes are selected.

If a staff member has Full Access for the Report Builder permission, they can view and edit all custom reports, regardless of whether they’ve been explicitly added to the report using the steps above.