How do I Customize Reports in Supplier Invoices app?

Updated on December 22, 2016 02:27AM by Admin

You can customize the report settings in order to hide or show your reports. You can also give privileges to your employee for access reports.

Steps to Customize Reports in Supplier Invoices 

  1. Login and access Supplier Invoices App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
  3. Click on “Reports” from left navigation panel.
  4. In Reports dashboard, you can view "Reports".
  5. By default, all reports will be in “Show” Status.
  6. You can hide any report by Sliding the "Green" button. For Instance: Supplier Invoice List.
  7. In Reports section, you cannot view “Supplier Invoice List” link (Due to “Hide” enabled) as shown below:

Steps to Create Privilege

  1. In Reports settings dashboard, click on “Create Privilege” to create privilege.
  2. You can view "Create Privilege" popup page, as shown in the image below.
    • Name
    • Description
  3. Click on “Create” button to finish, now created privilege will be listed in the drop down. For instance: Denied Access
  4. Now you can set this privilege to General Reports. For instance: Supplier Invoice Activities

Steps to Create Roles and Set App Privilege

  1. Navigate to your Employees App from your universal navigation menu bar.
  2. In Employees App “Settings”, select “Roles” from left navigation panel.
  3. Add the role to the Super User.
  4. Create a role named "Denied Access", add the privilege which you assigned as “Privilege” in Supplier Invoice Reports settings into that role.
  5. Based on Privilege added, employees(Under super user) will be restricted to view general reports as shown below(“Supplier Invoice List” Report will not be shown)

Related Links