Scopes

Standard reports within the system come pre-configured with a specific scope that determines the range of data they display. This ensures users see the most relevant information based on their access level.

You should notice by the blue background that each report has it's own scope Branch / Company / Custom

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Branch Scope:

• Reports with a branch scope are designed for branch managers and similar roles.

• These reports filter data based on the branches associated with the user's applied filters. This ensures users only see results relevant to their area of responsibility.

Company Scope:

• Company-scoped reports are intended for management users and might contain sensitive or confidential company-wide data.

• These reports provide insights into overall company performance and key metrics.

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Setting Custom Report Scopes

Intended for super users only and allows you to manally change the scope of any standard report.

Steps to Restrict Report Access:

1. Navigate to Reports: Locate the "Reports" section within the system.

2. Select the Report: Find the specific report you want to restrict access to.

3.Select a Role Access Column: Look for a column labelled "Role Access" .This column will display the pre-defined scope (BRANCH , COMPANY, CUSTOM).

1. Set the Desired Scope: Click the scope for the specific report and use the dropdown menu that appears to choose the appropriate scope for the report.

By setting custom scopes on your reports, you can:

• Enhance data security by ensuring only authorized users can view sensitive information.

• Improve data privacy by restricting access to reports containing confidential data.

• Maintain regulatory compliance by adhering to data access control requirements.

Please note

• This functionality is restricted to management or super users with the appropriate permissions.

• Custom Access does not apply to standard reports