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    Cloud Reports // How do I give users access?

    To allow individual users of Cloud POS access to other products such as Cloud Reports, you can set up permissions from the Cashiers page in Cloud POS backoffice.

    We've included some tables further down this article, which detail which reports are viewable by each access level.


    To set up cashiers with access levels

    1)  From the main menu in Cloud POS backoffice, go to Setup and then Cashiers & Users;

    2)  Next, click on the Product Access tab:

    NOTE:  To be able to delegate access to a cashier, you will need to have already created the cashier in Cloud POS.  If you are unsure how to do this, please see the Related Articles for guidance.

    3)  If the cashier to whom you wish to provide access does not already appear in the list, and you have confirmed the cashier has been set up on the Cashiers tab, click on New and you'll see the following grid appear:

    4)  Select the Cashier you wish to set up with access, from the dropdown menu;

    5)  In the Product Name field, select Cloud Reports from the dropdown menu;

    6)  Select the required Access Level from the dropdown menu. There are three access levels: No Access, Cashier, and Administrator.

    NOTE:  You only need to set the Access Level to No Access if you are editing an existing cashier and want to remove their access.  By default, cashiers will not have access to any external applications.

    7)  Click Update to save your changes.  


    What do the different access levels mean?

    The tables below show which reports can be viewed by each access level:

    RETAIL REPORTS

    Dashboard Reports

    Report Access Level
    The Weeks Cover Report
    Administrator
    Profit Summary By Channel by Store
    Administrator
    My Stores
    Administrator
    My Empire
    Administrator
    Year vs Year Growth Report
    Administrator
    Progress Report Three Years
    Administrator
    Progress Report Five Years
    Administrator


    Day 2 Day Financials

    Report Access Level
    Breakeven Analysis
    Administrator
    Margin Detail Report
    Administrator
    Top Items Administrator
    Items Selling Well Running Out or Out of Inventory
    Administrator
    Item Sales - Super Channel Detail
    Administrator
    Stock Value Report High Level
    Administrator
    Stock Value Report Detailed
    Administrator
    Sales Within Departments Report
    Administrator
    Sales By Style Report
    Administrator


    Ranging and Planning

    Report Access Level
    Seasonal Buying Planner - Pro User Only
    Administrator
    Find Aged Stock - Pro User Only
    Administrator
    Margin by Brand and Department - Pro User Only
    Administrator
    Stock Turn Optimizer - Pro User Only
    Administrator
    Workshop Labour Profits
    Administrator


    Ecommerce including ebay & Amazon

    Report Access Level
    Citrus-Store Orders
    Administrator


    CUSTOMER & STAFF PERFORMANCE REPORTS

    Customer Reports

    Report Access Level
    Top Customers
    Cashier
    Who Bought What? Cashier
    Repeat Customers
    Cashier


    Staff Reports

    Report Access Level
    Average Transaction Value and Items per Transaction
    Administrator
    Best Cashiers
    Administrator
    Discount by cashier
    Administrator
    e-receipts Collection Performance
    Administrator


    Customer Rewards

    Report Access Level
    Dashboard
    Cashier
    A.T.V. Rewards vs Others
    Cashier
    Rewards Redemption
    Cashier
    Rewards Bonus Points by Backoffice User
    Cashier


    CLOUD POS REPORTS

    Cloud POS - Inventory Reports

    Report Access Level
    Item Price List
    Cashier
    Item Price List - Store Level
    Cashier
    Negative Stock / Negative Margin Report
    Cashier
    Barcode/Alias List
    Cashier
    Items Without Barcodes/Aliases
    Cashier
    Serial Numbers List
    Cashier
    Item Movement Report
    Cashier
    Stock in Transit Between Stores
    Cashier
    Stock in Transit Detailed Report
    Cashier
    Purchase Order Lines Report - Open Orders
    Cashier
    Purchase Order Lines Report - All Orders
    Cashier
    Transfer Out Store Level Report
    Cashier
    Offline Inventory Report
    Cashier


    Cloud POS - Financial Reports

    Report Access Level
    Tender Report
    Cashier
    Tax Breakdown Report
    Cashier
    Outstanding Deposits Report
    Cashier
    Drop/Payout Report
    Administrator
    Outstanding Gift Vouchers Report
    Administrator
    All Gift Vouchers Report
    Administrator
    Deposits Moved Between Stores Report
    Cashier


    Cloud POS - Sales Reports

    Report Access Level
    Sales by Country Report
    Administrator
    Sales by Rep Report
    Cashier
    Workshop Mechanic Performance Report
    Administrator
    Sales Over Time / Item Qty - Pro User Only
    Administrator
    Sales Over Time / Financial - Pro User Only
    Administrator
    Licensed Item Sales Report
    Cashier


    Cloud POS - Customer Reports

    Report Access Level
    Accounts - Outstanding Credit/Debit Report
    Cashier
    Customer Accounts with Balances
    Cashier
    Account Payment History Report
    Cashier
    All Customer Orders Report
    Cashier
    Order Line Detail Report
    Cashier

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