Overview
Rollup reporting allows you to create consolidated reporting across multiple tenants.
Who uses this feature
Administrators, Owners, General Managers
Applies to all business types
Feature configuration
Account configuration is required. Please contact Technical Support for details.
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
You can't access Legacy reports through Rollup reporting.
Setup
Rollup Reporting permissions
To access Rollup Reporting, your users require the appropriate permissions. To grant your users these permissions, see Manage users in Enterprise Hub.
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 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.
Edit All Newly Added Datasets: Automatically adds the view and edit permissions 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 and edit permissions to new datasets when they are added.
View and Share All Reports: Allows user to view and share all reports created from the templates they have access to that are available within the network the user has access to.
Rollup Reporting template permissions
After you enable permissions, you'll need to determine which report templates you want your users to access.