In the report settings, you can rename the report, change the report dates, view the report details, and manage who has access to the report.
Requirements
- Your workspace must have the Multi-Entity Reporting (MER) Advanced, Fund Reporting Suite, or Insurance Suite solution enabled.
- To manage the report settings, you must have Report manager or Own report and files permissions.
Open report settings
From the report dashboard, click Settings to open the Report settings panel.
Edit the report name and dates
To edit the report name, update the text in the Report name field. The new report name will save automatically when you finish.
Note: Report names must be unique within the project.
You can also update the Report start date, Report end date, and Filing date.
View report details
The Report details section shows the entity details that are inherited from Business Data at the organization level. This section also shows the period end date, which is computed from the fiscal year-end and the project’s reporting period. If you need to edit the entity details, you must do so in Business Data. These latest values will then be pulled when you create a new project.
Manage report permissions
In the Permissions section, you can control who has access to the report and what they can do. See Understanding project and report permissions for more details about project and report permissions.
- To add new users to the report, select a user or group, select the permission that you’d like to give them, and then click Add.
- To change an existing user’s permissions, open the dropdown next to that user and select a different permission. You can also remove that user from the report by clicking Remove from report.
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To change who has Report manager permissions, open the dropdown next to the new user and select Report manager. Once you assign the new report manager, then you can change the previous report manager’s permissions or remove them from the report.
Note: There can only be one report manager in a report at any given time.