Product Functionality
Reporting-only Admin Rights
As part of a series of usability enhancements, reporting-only admin rights will be able to be assigned to admins starting on April 10th. These rights will be for reporting in Giving/Campaigns, Events, Forms, and Membership.
Campaigns Reporting Admin will see the following options in the Donations menu:
From the admin view, this admin will see the campaigns with the reporting icon as well as the tabs to access Saved and Scheduled Reports as well as Reconciliation Reports.
Events Reporting Admin will see the following options in the Events menu:
From the admin view, this admin will see the events with the reporting option in the gear menu as well as the Reports tab.
Forms Reporting Admin will see the following options in the Forms menu:
From the admin view, this admin will see the forms with the reporting icon as well as the tabs to access Saved and Scheduled Reports as well as Reconciliation Reports.
Membership Reporting Admin will see the following options in the Forms menu:
From the admin view, this admin will see the membership forms with the reporting icon as well as the tabs to access Saved and Scheduled Reports as well as Reconciliation Reports.