Page Comparison

...

• • • 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 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

...