A report consists of report columns and their corresponding user groups. Both elements are essential for the report to accurately capture the rules associated with the report columns and the users within the user groups, enabling accurate compliance reporting.
Include report columns in a report
You'll need certain permissions to amend reports which gives you access to the Config option in the Admin Tool menu. If don't have this option you'll either need to request this in a support case or speak to a system administrator who can request this for you.
The report column needs to exist before following the steps below. To create a new report column, see this handy guide.
Include the column in the report
Sign in to the Admin Tool.
Click Config, then click Reports.
Locate the report and click it.
Click the add icon in the top right corner.
Locate the column, mark the box next to it then Click Add.
Include user groups
Following on from the steps above, you should still be in the report section. From here follow the steps below.
Scroll down to the User Groups section and click the add icon in the right corner of that section.
Locate the user group associated with the report column, mark the box next to it then Click Add.
Scroll to the bottom of the page and click Save.
📌Tip: Allow 2 hours for any amendments to reflect on the reports.