Default Reports

  • 1
  • Question
  • Updated 4 months ago
  • Answered
I would like to be able to setup default reports that a user can see when given access to the reporting tab. Currently it defaults to contain all of the 'root, root' reports that provide no additional value, rather confusion. Ideally, I could adjust these as the admin to the few reports that I want every user to see. I just spoke with a representative and he stated that this isn't an option as of now, but I think it would be very helpful and limit a great deal of confusion.
Photo of Ransom, Chris

Ransom, Chris

  • 3 Posts
  • 0 Reply Likes

Posted 5 months ago

  • 1
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1599 Posts
  • 109 Reply Likes
Hi Chris,

The reports that are by default shared with the new users are decided by the share section within each report. Open any report and click on the Share button. The reports that have All Users added (as shown below), will be by default provided to all the new users you create. Hence, remove the all users option from the report you would not like to share with the new users.

Please note that removing the all users tag can remove the report from the existing user profiles. Hence please ensure you choose the user names for whom you would like this report to be shared with post removing the all user tag.

Photo of Ransom, Chris

Ransom, Chris

  • 3 Posts
  • 0 Reply Likes

Aashnee,

I understand that for the reports that are created by actual users, but we have reports from 'root, root' which isn't an instance, so there's no way for me to adjust the share settings on those.

Thanks,

Chris
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1599 Posts
  • 109 Reply Likes
Hi Chris,

We may want to look further on this issue.

Can we have a convenient time to reach out to you regarding the same?
Photo of Goldstein, Marty

Goldstein, Marty

  • 4 Posts
  • 2 Reply Likes

We removed all the reports that were not used, and only shared reports that we did want employees to see.  Our long list went down to 4 reports, Employee Directory, Time Off Balances, Time Off Details, and Time Off Taken.  This helped to reduce the confusion around all the "canned" reports.