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Reports Permissions

  • Updated

There are no dedicated permissions for the reports section. Each report is visible to those who have access to the relevant features that the report refers to.

So, for someone to be able to access a specific report, please go to Users & Roles > Roles & Permissions and enable the corresponding permissions, as follows:  

 

General Reports

Statistical Reports

Communication Reports

Log Reports

 

General Reports

  1. Recurring Event Report:
    • Events -> View
    • Events -> View Attendance
    • Events -> Reports
      events-att.png
  2. Attendance Report:
    • Events -> View
    • Events -> View Attendance
    • Events -> Reports
  3. Birthdays Report:
    • People -> View
    • People -> Reports
    • Can read the Birthdate field on people profiles. Enable the Profile fields permission to see this option. 
      birthdate.png
  4. Wedding Anniversaries Report:
    • People -> View
    • People -> Reports
    • Can read the Marital Status field on people profiles. Enable the Profile fields permission to see this option.
  5. Follow Ups Report:
    • Follow Up -> View Assigned To Me
      followup.png
  6. Households Report:
    • People -> View
    • People -> Reports
    • Can read the Address field on people profiles. Enable the Profile fields permission to see this option.
  7. Family Report:
    • People -> View
    • People -> Reports
    • Can read the Family section of people profiles. Enable the Profile fields permission to see this option.
  8. Archived People Report:
    • People -> Reports
    • People -> Archive

Statistical Reports

  1. New People Rate Report
    • People -> View
    • People -> Reports
    • Can read the Gender field on people profiles. Enable the Profile fields permission to see this option.
  2. Geographical Distribution Report:
    • People -> View
    • People -> Reports
    • Can read the Address field on people profiles. Enable the Profile fields permission to see this option.
  3. Attendance Rate Report:
    • People -> View -> Can read the Gender field on people profiles. Enable the Profile fields permission to see this option.
    • Events -> View Attendance
    • Events -> Reports
  4. Recurring Event Report:
    • Events -> Reports
  5. People Count Report:
    • Accessible to all roles except Group Leaders and Members. The People -> Reports permission must be enabled for the role.
  6. Follow Ups Statistics Report:
    • Follow Up -> View Assigned To Me
  7. Age Distribution Report:
    • People -> View
    • People -> Reports
    • Can read the Birthdate field on people profiles. Enable the Profile fields permission to see this option.
      birthdate.png

Communication Reports

  1. Text History Report:
    • People -> Reports
    • People -> SMS
      text.png
  2. Email History Report:
    • People -> Reports
    • People -> Email
  3. Notification History Report:
    • People -> Reports
    • People -> Notification

 

Log Reports

    1. Access Log Report: Only accessible to the Admin or Owner
    2. Privacy Policy Acceptance Log Report: Only accessible at the Diocese level to Admins and Owners who have the legal agreement link
    3. People Log Report: Not accessible to Group Leaders and Mmbers. Accessible to the Admin or Owner, and to roles with the following permissions:
      • Events Registration Log Report:
      • Events -> Booking
      • Events -> Cancel Reg. Deleted People Log Report: Only accessible to the Admin or Owner
    4. Home Church Log Report: Accessible to roles with Diocese level access, including Admins and Owners. Not accessible to roles with ministry-level access. 

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