Understanding the report access editor

There’s not much point having all this data on your learners and courses if your managers can’t actually see or access it! You need to give them reporting access, so they can do just that.

To do this, you need to go to Manage learner details (from the Manage people and places menu) to assign them reporting access.

And there are a couple of ways to do this…

If you’ve got a couple of things to update whilst you’re there (like assigning to a different location) then Search for the person in question and select Edit:

Do whatever else you need to do and then Show the Report Access Editor:

You need to decide at what level you want them to have access (in relation to the four levels of organisation structure). For this example, let’s assign at org level 1 which is a store.

Here we’re going to give this person access to two stores:

… so, they will only be able to see the learner data for all learners within those two stores.

For senior people, it's likely that you’ll set their reporting access at the opposite end of the organisational levels (org level 4):

So, in this case they will see all of the people in all of the locations, in all of the areas, in all of the regions that belong to the overall company, Rise & Dine Deli Outlets.

For a large corporate client, this could be thousands of people so choose your reporting access wisely!

Before you go - if anyone that should have reporting access is receiving error messages then this is likely due to them not having the relevant reporting access. And of course, they can’t fix it themselves because the lack of access is preventing them from seeing themselves in order to assign the needed reporting access, a catch-22!

In this situation, you, or a colleague, will need to log in as a Client Administrator in order to assign the appropriate reporting access for that person.

A good follow on guide to look at next is ‘How to import learner details’.

You might also find these useful to help you get up to speed with how the various applications all work together:

How to check the learner import error logs

How to manage new learners

How to manage your company structure