allowing staff to save report selections and export options

Modified on Thu, 15 Feb at 2:39 PM


Updating Staff Permissions

In order to save report selections and export options, staff members will need to have the staff permission "Create, Edit, and Delete Saved Report and Export Format Options for All Staff." 


To update staff roles, follow these steps:

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right, under Manage Staff, click Manage staff roles.

  3. Find the staff role you need to update and click the Edit link.

  4. When the window opens, scroll to the section called Report Management and Administration.

  5. Staff who will be able to save selections and export options will need to have the permission "Access and View All Report Data" AND the new permission "Create, Edit, and Delete Saved Report and Export Format Options for All Staff."

  6. Click Update to save your changes. 


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