To extend reporting to your customers, start by navigating to Customers / Contacts > Roles. You're going to associate one or more reports with a user role, then map that role to the customer(s) you want accessing those reports.
For this example, we’ll create a new role called “Field Staff Reports”. Fill in that value in the field, then click the Add button.
Next, we need to add users to our role so that they're allowed to see these reports. Click the Edit button next to the new field we created, then select the Members tab.
When you start typing into the Add Member field, Liftoff will search for customers matching what you typed. When you see the customer you want to add, select them, then click Add.
Mapping a lot of users
If you have more than a few users who need report access, we recommend using a batch job to map them to your new role more efficiently.
The last step is to select the specific reports we want to extend to this user role. Click on the Reports tab, select the report you want to grant access to from the dropdown, and click Add.
If you need to extend different levels of reports to your customers, we recommend creating roles that reflect the type of access required. For example, some customers may require access to reports you wish to hide from other customer groups. A good naming strategy might incorporate the type of customer you’re targeting for report access, such as “Administrative Users” or “Field Staff”.
Once you’ve executed the items above, your customer(s) should now be able to log in to your web store and find the reports assigned to them. They'll click on My Account, then on the Reports tab.
To run a report, simply click the report name you wish to execute, fill in the requested parameters, and click “Download”. All set!
Updated almost 2 years ago