What permissions do I need to access reports in Argenta?

To access the Report Center and run reports in Argenta, you need one of the following permission levels:

Report Manager Role:

• Full access to the Report Center
• Can browse all report categories
• Can run any report in an area their other permissions cover. Each report also needs the permission for its own area, such as Finance Manager for a financial report.
• Can save reports as favorites

Administrator Role:

• Full access to all Argenta features including reports
• The report list itself is maintained by Argenta, so there is no add or edit reports screen in your account

Additional permission for exporting:

• The Can Export Lists To Excel permission is required to export a report, including Export To PDF. Administrators can always export.
• Without it, you can view reports but not export them
• View Only Access does not change this. A View Only account with Can Export Lists To Excel set to Yes exports normally.

If you cannot access reports:

1. Contact your system administrator
2. Request Report Manager or Administrator role
3. Request Can Export Lists To Excel if you need to export reports

Your administrator can update your permissions under Settings > System Users: open your user record, and the export switch is Can Export Lists To Excel.

The Report Center. Every category card shows how many reports it holds.