Add and configure My Agency Reports users

If you added AMS360 first, My Agency Reports may have been added automatically, but it still needs to be configured for each user. Configuration involves selecting the AMS360 databases the user can run reports against, as well as the specific reports they can run. If you skip this step, your users will not be able to run any reports.

To add and configure My Agency Reports users

  1. Click Manage Users.
  2. Click a user in the list.
  3. Click Product Access.
  4. Click Add Products, select My Agency Reports from the list, and then click OK.
  5. Click the Configure link for My Agency Reports.
  6. Select the AMS360 database(s) that the user should be able to run reports against, and then select the reports that the user should be able to run.
  7. Click Save.
  8. Repeat these steps for each user you need to configure.
 

After completing these steps, if you don't see My Agency Reports listed on the Capabilities menu in My Agency Home, try these steps:

  • If you use VSSO Groups, make sure you've added My Agency Reports to your group. To learn more, see Create and Manage Groups.
  • Log out of My Agency Home, and then log back in.

 

VSSO “Report Grouping” Enhancement

A new Group tab is available to the administrator.

The administrator will be able to:

  • Create a new group, edit, or delete an existing group.
  • Assign a collection of reports to this group.
  • Assign a user to this report group.

This saves the administrator from having to repeat the same report set up across many users. It also reduces the possibility of missing report(s) during setup, or setting report(s) to a user that shouldn’t have access.

Report Grouping

Create a New Group

Manage Groups: Creating a New Group

Assign a collection of reports to this group

Allowed reports for this group

Assign a user to this report group

User Settings: Assign a user

In addition, users that are switched from User to Group will see the following messaging alerting that what was set up as User will no longer be available.

Group Settings: Alert

Similarly, if a User was assigned a Group, and the Administrator began checking reports on the User tab, then the following alert that indicates a User was assigned to a group will no longer be available.

User Settings: Alert