Alto Reports - How to add and remove reports and use tokens.
There are a series of reports in Alto and Alto has the facility to allow us to restrict and manage the data we can report on so it is only available to authorised members of staff.
To do this we create Tokens, which are activated for certain reports. Only staff groups or members who have the token can access the reports associated with the specific Tokens.
Create The Report Group Token:
To create the Report Group Token e.g a specific report group such as the Managers Report Group
Go to Tools> System Admin and select the option for “Reports”
From this “Group Report” screen click on Report Tokens>Create Report Token>Create New.
Enter the Name of the Report Token (as the reference) complete the description, leave the status as Active and click on Create.
You will see the newly created report Token listed.
Associating Tokens To The Reports:
Go back into System Administration > Reports
Here you will see a list of the Reports in Alto and on the right hand side to you select the Report Tokens to be associated with each of the reports.
Select the name of the report accordingly and Save changes.
Assigning Report Tokens To The Group Roles:
Go to System Administration> Group Role and Select the Role by clicking “Edit”
Scroll to the bottom and select which Report Token to be assigned to the Role by putting a tick in the “Selected” column.
Save your changes. This will allow all users in that current role to have access to the data and reports associated with the Report Token.