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Report Advanced Roles Explanation

Limit or grant access to advanced reports, so your team sees only what they need.

Christian Wijaya avatar
Written by Christian Wijaya
Updated yesterday

With the Report - Advanced role, you can decide how much your team can see. When restricted, they get only the core reports like Products, Category, Detail, and Summary, so advanced data stays protected. Turn it on the access, and they can dive into complete report from Customers and Discounts to Daily, Monthly, and Yearly insights, making it easier to make informed, data-driven decisions.

If you want to check detailed explanations for each menu in the Report section, please refer to this article: Sales Report.


I. How to Setup

Step 1. Go to Users menu

Now you can choose which user group you want to adjust

Step 2. Click Edit button

Notes: If the edit button doesn't appear, it means you don't have access to Edit Users.

Step 3. Check or Uncheck Report - Advanced roles based on your needs, then click Submit


II. Comparison between Report Advanced Enabled vs Disabled

Report - Advanced activated:

Report - Advanced not activated:


Related Article:

  • Have you ever wondered why sales reports with reports sometimes have different numbers? You can check the following articles: Why total amount between sales and payment doesn't match?

  • Does your business have several types of sales? (Example: Online & Offline Sales) You can check performance by type of sales, please check this article for a more detailed explanation: Report Based on Sales Order Type

  • Do you want to see a detailed sales report for a specific period? Please check this article for a more detailed explanation: Report Sales Detail


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