Rollup Reporting

Rollup reporting allows you to create consolidated reporting across multiple tenants.

New to Rollup Reporting? Start here Jump to key workflows

Setup

Rollup reporting allows you to create consolidated reporting across multiple tenants. To get started, configure account access and assign the correct permissions to your users.

Setup checklist

Contact Technical Support for account configuration

Account configuration is required. Please contact Technical Support for details.

Rollup Reporting permissions

Grant users the appropriate permissions via Manage users in Enterprise Hub. Permission is required from your account administrator.

Rollup Reporting template permissions

After enabling permissions, determine which report templates you want your users to access.

Rollup Reporting permission types

To access Rollup Reporting, your users require the appropriate permissions. To grant your users these permissions, see Manage users in Enterprise Hub.

Permissions for Rollup Reporting with options to view and edit scheduled reports.

View Rollup Reporting — Allows user to access the Rollup Reporting module

View Scheduled Report — Allows user to view a scheduled report

Edit Scheduled Report — Allows user to edit scheduled report details

Delete Scheduled Report — Allows user to delete scheduled reports

View All Scheduled Reports — Allows user to view all scheduled reports that are created within the network the user has access to

View All Newly Added Datasets — Automatically adds view permission to any new datasets added in the future when you assign additional tenants to the user

Edit All Newly Added Datasets — Automatically adds view and edit permissions to any new datasets added in the future when you assign additional tenants

View and Share All Reports — Allows user to view and share all reports created from the templates they have access to within the network

Key workflows

Core workflows for using Rollup Reporting across your Enterprise Hub tenants.

Create and run Rollup reports Manage and schedule Rollup reports Rollup Reporting template guides

Create and run Rollup reports

Build, filter, and export consolidated reports across multiple tenants.

Create a report

Run, filter, and export reports

Use Multi-Template Reports in Enterprise Hub Rollup Reports

Manage and schedule Rollup reports

Share, schedule, push, and pull reports between Enterprise Hub and single tenants.

Edit report sharing settings

Schedule Rollup reports

Push and Pull reports between Enterprise Hub and Single Tenants

Learn about report data fields in the Reporting Dictionary

Access Benchmark Reports in Rollup Reporting

Rollup Reporting template guides

Reference guides for Enterprise Hub report templates.

EH Roles report template

EH Users report template

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting

Step-by-step guides to resolve the most common issues.

Contact Technical Support for account configuration issues

Frequently Asked Questions

Common questions about Rollup Reporting setup, permissions, and usage.

Who uses Rollup Reporting?

Rollup Reporting is used by Administrators, Owners, and General Managers. It applies to all business types.

Can I access Legacy reports through Rollup Reporting?

No. You can't access Legacy reports through Rollup Reporting.

How do I get Rollup Reporting set up for my account?

Account configuration is required. Please contact Technical Support for details. Once account configuration is complete, your account administrator will need to grant users the appropriate permissions via Manage users in Enterprise Hub.

What does "View All Newly Added Datasets" permission do?

This permission automatically adds the view permission to any new datasets that are added in the future when you assign additional tenants to the user. Enabling this permission means you don't have to individually turn on view permissions to new datasets when they are added.

Documentation Index

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