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    Reporting roles

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    Reporting roles allow a user to form and view certain reports. Each role gives access to the corresponding report. 

    The roles can either be applied to individual users or user groups. Users have all roles of the groups they belong to. 

     

    Description of existing reporting roles

    Role name

    Report

    REPORT_DYNAMICS_OF_EXECUTIVE_DISCIPLINE

    Allows a user to view the Dynamics of executive discipline report. The report shows the dynamics of how fast store managers perform their tasks. 

    To view this report, open the Analytics section of the website and find the Dynamics of executive discipline report in the list of available reports. 

    REPORT_TASKS

    Allows a user to view the Verification tasks report.

    To view this report, open the Reports section of the website and find the Verification tasks report in the list of available reports.

    REPORT_CHECKLISTS

    Allows a user to view the Checks report.

    To view this report, open the Reports section of the website and find the Checks report in the list of available reports.

    REPORT_MBI

    This role is outdated and does not give access to any report.

    REPORT_EMPTY_DM

    Allows a user to view the Store managers who do not fill checklists report. The report shows how many checks did store managers conduct and the percentage of filled-out checklists. 

    To view this report, open the Reports section of the website and find the Store managers who do not fill checklists report in the list of available reports. 

    REPORT_3

    Allows a user to view the Report on the calendar.

    To view this report, open the Reports section of the website and find the Report on the calendar in the list of available reports.

    REPORT_2

    Allows a user to view the Estimate for the period report. The report displays the average grade of the stores for the selected period.

    To view this report, open the Reports section of the website and find the Estimate for the period in the list of available reports.

    ROLE_REPORT_POWER_BI

    Allows a user to view the BI analytics in the Analytics section of the website. BI analytics display aggregated information on checks, grades, tasks, regions, etc.

    REPORT_CHECKLISTS_CATEGORIES_QUESTIONS

    Allows a user to view the Checklist-processes-questions report.


    The report presents information on checks in form of a list with the following columns: checklist name, block name, and process name.

    To view this report, open the Reports section of the website and find the Checks-processes-questions report in the list of available reports.

    REPORT_CHARTS

    Allows a user to view the Company analytics in the Analytics section of the website. 

    REPORT_BPP

    Allows a user to view the Block-subblock-processes report.


    The report presents information on checks in form of a list with the following columns: Division, region, store number, store name, block, and grade by block

    To view this report, open the Reports section of the website and find the Block-subblock-processes report in the list of available reports.

    Assigning reporting roles

    To assign the reporting roles to users or user groups, open the Administration section of the website and click on the Access to reports subsection. 

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    You will see the list of all existing reporting roles. To assign the desired role, select it in the list and scroll the page down. You will see the editing menu that allows you to edit a description of the reporting role and assign to a user or a user group. 
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    In the Info tab, you can view the name of the selected role and change the description. 

    Proceed to the Users tab if you want to assign the reporting role to specific users.

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    • To assign the role, select users in the left list and click on the ">" button. The users will be moved to the Selected users list.
    • To unassign the role, select users in the right list and click on the "<" button. The users will be moved to the Available users list.
    • The ">>" and "<<" will move all users from the Available users list to the Selected users list and vice versa. 

    Click on the Save changes button to apply the changes you have made.
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    • To assign the role, select groups in the left list and click on the ">" button. The groups will be moved to the Selected groups list.
    • To unassign the role, select groups in the right list and click on the "<" button. The groups will be moved to the Available groups list.
    • The ">>" and "<<" will move all users from the Available groups list to the Selected groups list and vice versa. 

    Click on the Save changes button to apply the changes you have made.

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