Only users who are in the Report Creator Role are able to create their own reports. To check or add someone to this role:
Click Options then click Accounts
Click Users
Find the user and click on them
Click Groups & Roles
On the User Roles line click the + symbol and from the dropdown select the Report creator role
Once the above is done, you can begin to create your report. To do this :
Click Reports
Click New and select the entities from the dropdown on the left and a list of columns available to add to your report will appear
Tick Refresh report automatically box if required
Tick the columns you need and click Save.
Fill in the information required and click Save.
To run the report click Run
You can set the permissions on a report to share it:
Click Reports
Select Report to Share
Click Edit and then click Permissions Button
Under the Run Permissions dropdown, select the the users who can run the report
Under the Edit Permissions dropdown, select the the users who can edit the report
Click Ok and then click Save Button
