Reporting Rights

Customize user access to reporting features by selecting the appropriate permissions below. If no options are selected, the user will have no access to the reporting menu.

1. Branch Access

• Restricts report visibility to data relevant to the user’s assigned branch.

• Users can only access reports with a Branch Scope, ensuring they view branch-specific insights.

2. Company Access

• Grants access to all standard company-wide reports, providing a comprehensive view of business performance.

• Includes key metrics such as Status Totals, Summaries, and other company-level insights.

3. Custom Access

• Allows users to create and generate custom reports tailored to their specific needs.

• Enables advanced data analysis and flexibility in reporting to support individual workflows.

4. Advanced Access (Management/Super Users Only)

• Unlocks the Advanced Reporting Submenu, providing access to specialized management reports.

• Reserved for management and super users who require deeper insights for strategic decision-making.

• Includes reports such as:

  • Insurance Reports

  • Form 39 Reports

  • VAT Reports

  • Profit & Loss Statements

  • Other advanced financial and operational reports.

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