Access to forms, letters, and reports is controlled through a Report Profile.  Reports can be linked to a profile which can be assigned to a user.  If either the user’s Report Profile does not access a particular report, or if the Report Profile is not linked to the report, then the user will not be able to launch or view it from within the application.

 

So, in addition to knowing which reports are set up on one’s system, a user needs to identify which reports can be run from MoversSuite.

 

Identifying User Access to Reports

Use the MoversSuite Administration - web to view the Report Profile in use for a user:

1.   In MoversSuite Administration - web,

2.   Open User Setup > Personnel,

3.   Locate and select the Employee,

4.   Select the User Setup tab,

5.   View the Report Profile of the user,

Figure 5: User Setup section of the Personnel setup from within the MoversSuite Administration - web

 

Reference the Report Profile Detail setup within the administrative setup to determine which documents can be accessed:

6.   In Mover’s Suite Administration,

7.   Open the Common > Reports > ReportProfileDetail > Report Profile Detail setup,

8.   Locate those records that match the user’s Report Profile.   A user can click and drag the Report Profile column heading into the “Drag a column header here to group by that column” row above to group by this type.

 

Following the above procedure will allow an administrator a see which reports are available for users through the Report Profile setting.

 

Figure 6: Report Profile Detail table setup within Mover’s Suite Administration

 

The reports available to the sample profile illustrated above will appear as follows:

 

Figure 7: Sample access to Letters within MoversSuite

 

 

Learn more about adding documents and updating user’s Report Profile to access bookmark documents within the Bookmark File and User Access Setup section.