What Reports are available to each Security Group?

Report categories are restricted based on Security Groups to allow you to control who has access to the correct information. This allows for HIPPA compliance for Medical reports and limits access to payroll information. The Everyone Security Group, contains all of the Report Categories, except for the following:

  • Automated
  • Donors
  • Medical
  • Payroll Exports
  • Payroll Review/Audit
  • HR Management
  • Scheduled Emails

Here is a full breakdown of the Security Groups and what Report Categories they have access to:

Reports by Security Groups

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