Reports Quick Reference
3.0 - Report Restrictions

User accounts can be set to have varying levels of reports access. Rather than provide an employee with full administrative rights, full, non-financial or personal reports access can be given to an employee to allow them to create reports for themselves or the staff in their scope of responsibility by using the "Manager and Personal Reports" sign-in option.

Reports access rights are set for user accounts in your user administration screen, with those access rights having the following effects in your create report screen:

Non-Financial Reports Access

If your Create Report Screen is being viewed in your reports (not administration) application, and you have your access rights set to Non Financial Reports Only, none of the Expense Claim, Financial or Data Export reports will be available.

Personal Reports Only Access

If your Create Report Screen is being viewed in your reports (not administration) application, and you have your access rights set to Personal Reports Only, reports will be fixed to only include non-financial information for your own recorded time and expenses.

Automatic Removal of Users and Projects from Reports

If your Create Report Screen is being viewed in your reports (not administration) application, and you have projects or users assigned to your user account, your reports will only include those users and projects to which you have been granted permission to access (through your user account's user and project assignments).

The exception to this rule is in the creation of a manager's timesheet or expense claim spreadsheet report, which will display the full timesheets for all individuals noted as being in that manager's assigned scope of responsibility (for that timesheet output, it is assumed that a manager can view the projects against which their reporting employees will be recording time and expenses).

If no users or projects are assigned to an individual through their user account's assignment options, and that individual has been granted reports access, they will have access to all system user and project records in their reports.

An employee with reports access rights will always be able to view their own timesheet data in their created reports.