Reports 5.0 Beta New Roles
Modified on: Wed, 10 Apr, 2024 at 9:09 PM
We're thrilled to share our latest EZLynx Reports update with you! It's all about making your work smoother by giving different users just what they need. We've added different permissions that can be provided to your employees depending on the level of access they need for Reporting.
TABLE OF CONTENTS
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How it works
Here's a quick look at what's new and how it can make analyzing data even better for you.
Viewer Role
The Viewer Role only allows for viewing reports. You cannot create a report if you are assigned the Viewer Role.
- View, Filter, Schedule, and Download Reports: Get the data you need without hassle.
- Favorite Reports: Keep your go-to reports handy with a simple click.
- Cleaner Look: We've removed the "Save Report" button for a tidier workspace.
Before:
After:
Builder Role
The Builder Role allows you to view and create reports using the basic report functionality.
- Enhanced Dashboard Control: Edit, save, or delete dashboards to tailor the reporting environment.
- Access to Explore Feature: Dive deeper into data insights with added functionalities.
Explorer Role
The Explorer Role allows you to view and create reports using both the basic and advanced reporting functionality.
- Builder Exclusive Features: Create forecasts, alerts, custom fields, and table calculations for in-depth analysis.
Why is this important?
These updates empower your team with tailored data insights, enhancing the security and integrity of your reports. Whether you're a Viewer, Exporter, or Builder, Reporting supports your unique needs.
We hope you enjoy these updates to the Reporting 5.0 Beta. To learn more about the ongoing Beta, check out our Reports 5.0 Limited Beta for Reports article!
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