ExpenseWatch offers a special reporting analytic called, Custom Reporting. This adds the ability to create a wide-range of reports and dashboards specific to your business needs.
The Custom Reporting Module is an optional module your company may subscribe to. Contact your Customer Success Manager for more information about adding the Custom Reporting Module to your ExpenseWatch account.
This article will show you how to configure a user to give them access to Custom Reporting Module at the company level once you obtain Custom Reporting Module.
Custom Reporting Module Licenses/Permissions
The Custom reporting Module adds three additional license types to ExpenseWatch; Report Builder, Report Writer, and Report Scheduler. Custom Reporting Module licenses are managed and assigned to users the same way you manage Purchase, Invoice, and Expense Report licenses.
- Report Builder: License to build and view custom reports. Assigning the Report Builder licenses to a user allows you to assign the Builder permission to the user or add the user to a Role that contains the Report Builder permission.
- Reporting Viewer: License to view custom reports. Assigning the Report Viewer licenses to a user allows you to assign the Viewer permission to the user or add the user to a Role that contains the Report Viewer permission.
- Report Scheduler: License to schedule the custom reports. Assigning the Report Scheduler license to a user allows you to assign the Scheduler permission to the user or add the user to a Role that contains the Report Scheduler permission.
Please Note: Report Builder users can access an additional reporting database called EW20 other than the default Analytics database in the Custom Reporting Module.
Step 1: Navigate to the user under the Policies tab and assign one of the Custom Reporting Module license: Report Builder, Report Viewer, Report Scheduler:
Step 2: Go to the Permissions tab and assign one of the Custom Reporting Module permission
Please Note: Custom Reporting Module permissions are Root Only permission. If the user exists in one of the child business units, you will need to create a User Role at the root and add the user to the role.
Step 3: Once this is finished, a user will see the Custom Reporting section under the Reporting tab.