How to activate the Report Builder
Tobi McLennan avatar
Written by Tobi McLennan
Updated over a week ago

How to access the report builder.

Access to the report builder is restricted by role. To enable access by role, simply go to Roles, select the Role to which you’d like to give access and then, next to “Can access report builder module”, select ‘Yes’. Once that’s saved, users under the role you’ve selected will now be able to access the new builder under the monitor section

Screen Shot 2017-01-27 at 1.00.42 pm
access-reports

Further detail on how to use the product can be found in its original release notes here: https://donesafe.com/2017/01/reporting-is-getting-a-massive-upgrade/

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