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| Note |
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NOTE: Permissions ENCUMBRANCEIMPACT_REPORT & ENCUMBRNACEIMPACT_VIEW should be included on report roles. These permissions are utilized in calculating encumbrance totals. Without this permission users may not be able to properly generate some reports. |
Account Filters
Share Custom Reports
Create the custom reports that can be shared with this role. For example, customize the Financial Detail report removing some of the configured parameters and adding one for the account filter. 
Once my reports are customized, click on the 'share report definitions with roles' icon on the report grid to share each report with the custom Role.
Customize User Access
After User accounts have been enabled/created a password should also be set.
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.
- Reports
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Managing Accounts
- Notify the District
If you prefer, you can create a spreadsheet with the the User Account usernames, passwords and Filter Names and provide it to the district employee in charge of maintaining this data. They can then pass the login credentials onto the individuals who will be accessing the Financial Reports. Listed below are some additional tips for maintaining the Financial Reports setup
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