Event List (Reports-Only Users)

Event List (Reports-Only Users) is a page for users with the Reports Only role.

When a user logs in as Reports Only, they see the reports available to them for current and upcoming events in which they are assigned a role.

Click the name of a report to run that report on the data in that event.

Technical background for administrators and event builders

Roles

Roles are set up by administrators at the account level. A role's information includes the users available to fill it.

Users

Administrators may also designate a user as available for a role via that person's user record.

Reports

Event Builders and Administrators can make reports available to role-based users when creating or editing the reports.

Events

Event Builders and Administrators can assign roles to users when setting up an event, provided the account has roles set up in it and users are made available to fill them. See Role Assignments in Event Setup > Detail.

Filter

By default, only Current and Upcoming events are listed.

To select a different view, select from the drop-down list:

All events — All active events in the current account.
Current and Upcoming Events — Events that end in the future.
Recently Ended Events — Events that ended in the last 90 days.
Archive — Events older than 90 days.
Inactive Events — Events that are not active.

Event List

The list shows the Start Date, Name and Location of each event.

The reports available are listed below the event headings, with these three columns.

(You can click a column heading to sort the events by the values in that column, and click it again to reverse the sort order.)

Report Name — Click the name to run that report on the data in that event.
The report opens in a separate window, which you can close when you've finished with the report.
Description
Edit — The icon indicates that you can't edit the report.

Logging Out

To log out of Certain, from any page, click the global navigation icons in the top right corner of the page, then Logout.