Putting it all together: access to reports

There are a few different elements that you need to configure before users can simply run reports. It's easy to miss one or two steps, so here is a simple checklist for you to follow, to make reports work for you:

1. Modify the Report Categories look-up table. Define your report categories and add those custom values to the look-up table. (If you're not sure how to do that, wait until Week 4.)
2. For each report, edit it and and assign one or more Report Categories. This includes not only your own custom reports, but the HIFIS Reports that come with the software.
3. For each report, edit it and also choose which Service Providers can run it. You can do this at the same time as you are assigning Report Categories.
4. For each rights template, choose which Report Categories users with that rights template can access.

Once you do all the above steps, users will have access to reports based on their Report Category and the Service Provider(s) they have access to.