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📄Operator 'Reporting' Tab

This article covers the Operator Maintenance "Reporting" Tab and its configuration options.

Overview 

This tab contains a number of privilege flags relating to Reporting and Views in BackOffice and is broken down into the following sections: Sales Reports, Other Reports, Global Reports, and Views.

Prerequisites

  • To access and edit Operators, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'General' Tab
      • All "Operator" Flags

Configuration Options Explained

Quick Reference Links

Sales Reports

Other Reports

Global Reports

Views

TIP: To enable or disable all of the flags within a section with one click, simply click on the flag next to the section heading; i.e., to enable all of the Sales Reports flags at once - enable the flag next to 'Sales Reports'

 

Sales Reports

Allow Cash Reports - Privilege to View reports Classified as Cash Reports

Sales Reports  - Privilege to View reports Classified as Sales Reports

Allow Product Reports - Privilege to View Product Reports

Allow Account Reports - Privilege to View Account Reports

Allow Transaction Reports - Privilege to View Transaction Reports

Allow Stock Reports - Privilege to View Stock Reports

Allow Marketing Reports - Privilege to View Marketing Reports 

  

Other Reports

Allow Table Reports - Privilege to View Table Reports

Allow Audit Reports - Privilege to View Audit Reports

Allow Custom Reports - Privilege to Add, Edit and Delete Custom Reports

Allow Analysis Reports - Privilege to View Analysis Reports

Allow Billing Reports - Privilege to View Billing Reports

Maintain Saved Reports - Privilege to Add, Edit and Delete Saved Reports

Allow Handle All Audit Alerts - Privilege to Handle All Audit Alerts 

 

Global Reports

Show Global Reports - Privilege to View Global Reports types

Save Global Reports - Privilege to save Global Reports types

 

Views

Add Views - Privilege to Add Views

Edit Views - Privilege to Edit Views

Delete Views - Privilege to Delete Views

View / Edit Formulas - Privilege to View and Edit Formulas 

Show All Views in Edit List - Privilege to See all Views

Maintain My Views Only - Privilege to View and Edit your Operator Views

New View Default Owner - Default Owner for new created Views