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| | {{DISPLAYTITLE: End User Portal Reports}} | | {{DISPLAYTITLE: End User Portal Reports}} |
| − | = Overview = | + | =This Content Has Moved House= |
| − | The end user portal utilises the same reporting framework as Cumulus. This means that the End User Portal has the same features and functionality you see when you're using Cumulus. These features include:
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| − | * running reports to view the results on screen
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | * exporting report data to a CSV file
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| − | * the Generated Reports section where users can download the results of larger reports that cannot be rendered on-screen
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| − | Service Providers who subscribe to the End User Portal Reports feature will be given access to a management screen in Cumulus where they can control access to individual reports. Once access to the report is granted, end users can make use of all the features above. The reports are not available to end users by default. Emersion controls the reports that can be made available to your end users. Access to a report can be granted:
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. |
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| − | * to all your end users (All Accounts).
| + | [https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article] |
| − | * to end users in a single account profile, or multiple profiles.
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| − | * to end users in a single account group, or to multiple groups.
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| − | Please contact Emersion if you are interested in providing reports available to end users.
| + | [[file:new_home_sm.jpg|900px]] |
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| − | * [[End User Portal/End User Portal Reports/Mapping|Enable a report to be available to end users via the End User Portal.]]
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| − | = Access Control =
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| − | Access to the End User Portal Reports mapping section is controlled via the following module-based permissions:
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| − | * Reports
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| − | * End User Portal Reports
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| − | Enabling either of these permissions will grant the user access.
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| − | =See Also=
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| − | * [[Reports]]
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Revision as of 15:50, 25 September 2017
This Content Has Moved House
This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
Take me to the Emersion Knowledge Base article
