Reports Administration

The reporting link gives access to maintain the financial institution’s report roles and users. Reports include standard Optis and Velera reports as well as Dynamic reports.

To access reporting administration, select the Administration menu then Reporting. The Configure Reporting Roles screen appears.

Field Descriptions:

Name: Name of the reporting role.

All Reports: If checked, report access is granted to every report the financial institution receives.

Reports: Number of reports assigned to the reporting role.

Users: Number of users assigned to the reports role.