Unlike regular reporting users who can only view/print reports and create personal reports, report managers have additional responsibilities like managing and distributing your organization’s report list. The following is a list of common report manager responsibilities:
- Editing InterAction’s out-of-the-box reports so that they match your organization’s InterAction configuration. See Managing Your Organization's Report List.
- Creating new reports or removing reports based on the needs of your organization.
- Customizing the viewing rights for specific reports. See Setting Up Security (Viewing Rights) for Reports for more information.
If you are logged in as IAADMIN, you are an InterAction Administrator and automatically have report manager privileges.
Assign Report Manager Access Rights to Reporting Users or Groups
To assign report manager privileges to another user:
- Log on to InterAction Administrator.
- Double-click Report, Label, and Envelope Configuration.
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Choose Report Permissions.
- Select the Manage Firm Reports check box for user or group that should have report manager privileges.
- Click Close.