Set up mySparkrock users for a reporting and analytics report

Important

Important:
To eliminate the need to support multiple financial analysis solutions, Sparkrock plans to retire the Reporting and Analytics extension in 2025. Sparkrock will communicate more details regarding timing as soon as that information becomes available. Sparkrock recommends that you start using the Financial Analysis extension before 2025. For more information, see Financial analysis.

You can define which mySparkrock users can access a reporting and analytics report from a department manager role center. mySparkrock users can be granted access to multiple reporting and analytics reports.

The following methods can be used to grant mySparkrock users access to reporting and analytics reports:

  • Grant one or more mySparkrock users access to a reporting and analytics report

  • Grant a mySparkrock user access to one or more reporting and analytics reports

  • Copy mySparkrock user access from an existing report

To grant one or more mySparkrock users access to a reporting and analytics report

  1. Choose Lightbulb that opens the Tell Me feature., enter reporting and analytics reports, and then choose the related link.

    The Reporting and Analytics Reports page opens.

  2. Select the reporting and analytics report for which you want to set up mySparkrock users, and then on the action bar, choose Users.

    The mySparkrock User Reports page opens.

  3. For each mySparkrock user who you want to grant access to the reporting and analytics report, perform the following steps:

    1. On a new row, in mySparkrock User Name, specify the user name of the mySparkrock user who you want to grant access to this reporting and analytics report.
      To create a row, on the action bar, choose New.
    2. (Optional) To grant access for a limited time, in Access Start Date and Access End Date, specify a start and end date.

To grant a mySparkrock user access to one or more reporting and analytics reports

  1. Choose Lightbulb that opens the Tell Me feature., enter mysparkrock user setups, and then choose the related link.

    The mySparkrock User Setups page opens.

  2. Select the mySparkrock user for which you want to grant access to one or more reporting and analytics reports, and then on the action bar, choose mySparkrock User > Reporting and Analytics.

    The mySparkrock User Reports page opens.

  3. For each reporting and analytics report that you want to grant access to the mySparkrock user, perform the following steps:

    1. On a new row, in Report and Analytics Name, specify the name of the reporting and analytics report to which you want to grant access to the mySparkrock user.
      To create a row, on the action bar, choose New.
    2. (Optional) To grant access for a limited time, in Access Start Date and Access End Date, specify a start and end date.

Copy mySparkrock users from an existing report

You can copy mySparkrock users from an existing report. For more information, see Copy a reporting and analytics report and Copy reporting and analytics mySparkrock users and profiles.

Set up reporting and analytics for department managers
Set up mySparkrock user profiles for a reporting and analytics report
View mySparkrock users and user profiles for a reporting and analytics report

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feedback-product-docs@sparkrock.com