New Customer - Reports

The New Customer – Reports page allows you to specify which reports you want to make available to the customer.

1. Add the reports you want to make available to the customer, noting the following:
   • Choose an available report from the list of Available reports.
   • Click the Add >> button to move this report to the Assigned list.
   • Add any additional reports that this customer should have access to.
   • To remove a report from the Assigned list, select it, then click the << Remove button.
2. When you have finished adding all reports for this customer, click the Next button to proceed to the next customer creation step.