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• • • Granting access to a set of Financial Reports
      • District can give the login credential to the new individual that should have access to the Financial Reports
      • If a password needs to be changed, depending on who has the ability to change passwords (ITC or District),
        • Go to SYSTEM/USERS
        • Search for the user account you want to change the password for
        • Click on  to reset the password.
          
          
    • Adding a New Report to an existing set of Financial Reports
      • If you want to add another report for all Financial Report users to see, in the Report Manager grid, find the report and click on the  share role icon.  It will display a popup listing of all Roles for the district.  Checkmark the Financial Reports custom role that was created and click on save.  The additional report will be shared with all users who have the custom role.  If the user wants to see the report at the home page, they need to checkmark the 'Favorites' box in the report grid.
      • If you want one to add another report for one user account (not to all Financial Report users), in the Report Manager grid, find the report and click on the  download report definition icon.  Next, log into the users account and go to the Report Manager and click on Import to import the report.  Checkmark it as a favorite so that is display on their home page.

Financial Reports via Email

Financial Reports via Link