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- When enabling the user accounts, you will need to reset their passwords as well. Log into the user account (using the password you created) and go to the report grid, checkmarking the shared reports as 'Favorites' and if necessary, for any activity leger account (i.e. Financial Detail, Budget Activity, etc), click on 'generate report and enter the account filter name the user has access to. The filter name will be saved to the parameter so the end-user will not need to re-enter it. We recommend running all reports the user has access to ensure everything is running properly.
- Notify the District
If you prefer, you can create a spreadsheet with the the User Account uesrname, password and Filter Name and share it with the treasurer.