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Q.R.G. - Settings - How to Add / Update User Reporting Permissions
Q.R.G. - Settings - How to Add / Update User Reporting Permissions
Bill C. avatar
Written by Bill C.
Updated over 2 years ago

  • Click Dashboard

  • Click Settings

  • Click Roles

  • Click + New to Add a Role or Select the Role Name to Update

  • Click Permissions tab

  • Scroll to the Permission section Inventory

  • Select Enable or Disable all of the section permissions or for individual permissions, select Yes or No to toggle the permission selected

Reporting

Select YES or NO to allow or deny the user the ability to perform the following actions.

  • READ SALES DASHBOARD REPORTS

  • REPORTING ANALYSIS

  • VIEW SAVED REPORTS

  • MANAGE SAVED REPORTS

  • GROUP REPORTS BY LOCATION

  • GROUP REPORTS BY ITEM

  • GROUP REPORTS BY CUSTOMER

  • GROUP REPORT BY DATE

  • GROUP REPORTS BY TIME

  • GROUP REPORTS BY SALES REP

  • GROUP REPORTS BY SALES TRANSACTION

  • GROUP REPORTS BY INVENTORY TRANSFER

  • GROUP REPORTS BY INVENTORY ADJUSTMENT REASON

  • GROUP REPORTS BY PAYMENT TYPE

  • GROUP REPORTS BY CUSTOM PAYMENT TYPE

  • GROUP REPORTS BY GIFT CARD PAYMENTS

  • GROUP REPORTS BY GIFT CARDS ADJUSTMENTS

  • GROUP REPORTS BY GIFT CARD ADJUSTMENT REASONS

  • GROUP REPORTS BY PURCHASE ORDER

  • GROUP REPORTS BY VENDOR

  • GROUP REPORTS BY TAX RULE

  • GROUP REPORTS BY TRAFFIC COUNTER

  • GROUP REPORTS BY SHIPMENT

  • VIEW SOURCE SALES METRICS

  • VIEW SOURCE SALES ALL TIME METRICS

  • VIEW SOURCE SALES GIFT CARDS ISSUED METRICS

  • VIEW LOCATION SALES GIFT CARD ISSUED METRICS

  • VIEW LOCATION SALES METRICS

  • VIEW LOCATION SALES ALL TIME METRICS

  • VIEW BEGINNING INVENTORY VALUES

  • VIEW ENDING INVENTORY VALUES

  • VIEW CURRENT INVENTORY VALUES

  • VIEW INVENTORY ADJUSTMENT METRICS

  • VIEW TRANSFER METRICS

  • VIEW PURCHASING METRICS

  • VIEW BEGINNING GIFT CARD BALANCES

  • VIEW ENDING GIFT CARD BALANCES

  • VIEW GIFT CARD EXPIRATIONS

  • VIEW PAYMENT TYPE METRICS

  • VIEW SHIPPING METRICS

  • VIEW SALES TAX METRICS

  • VIEW TRAFFIC METRICS

  • VIEW ITEM PRICE ADJUSTMENTS

  • VIEW SALES PLAN METRICS

  • VIEW SHIPMENT METRICS

  • VIEW ALL CORE REPORTS

  • VIEW NET SALES BY LOCATION REPORT

  • VIEW NET SALES BY ITEM DESCRIPTION REPORT

  • VIEW NET SALES BY VENDOR REPORT

  • VIEW NET SALES BY SALES REP REPORT

  • VIEW TOP CUSTOMERS REPORT

  • VIEW INVENTORY ON HAND BY VENDOR REPORT

  • VIEW NEGATIVE ON HAND REPORT

  • VIEW ADJUSTMENT REASONS REPORT

  • VIEW SALES TAX COLLECTED REPORT

  • VIEW PAYMENTS BY TYPE REPORT

  • VIEW ON ORDER REPORT

  • VIEW OVERDUE ORDERS REPORT

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