I'm trying to report on a grouping of records, but there is no Report button available. Why not?If you're not able to report on a record or grouping of records, it's likely due to one of the following reasons: (1) you do not have reporting permissions for the center that owns the record (2) you do not have reporting permissions for the type of record you are attempting to report on, or (3) you're trying to report on center record or eCenter request records which do not have any reports associated with them. There are five major types of permissions that can be assigned to a single user account: view, report, edit, add, and delete. Each of these permissions types exist independently of each other and can be assigned on a per-center basis and per-record-type basis. For example, you could have view, report, add, edit, and delete permissions for a center's client records, but for that center's client activity records, only view and edit permissions. And for another center, you might only have view permissions across the board, with no ability to edit or manipulate that center's records. To review your user account permissions, click your user name from WebCATS welcome page (also known as the dashboard), as shown in the next graphic. The welcome page can be accessed any time from WebCATS by clicking the WebCATS logo in the upper left corner.
For more information on user account permissions, visit the FAQ titled How do user account permissions impact my ability to access WebCATS?. |
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