New Permissions to View and Extract Reports
New permissions have been introduced in Stay to allow users to view and extract reports that fall under the following categories:
-
Front Desk
-
Housekeeping
-
Guests/Reservations
-
Revenue/Forecasting
-
Accounting
-
Grouped
-
Manager
The new permissions introduced must be manually assigned to users with custom roles. If these permissions are not assigned, users will not be able to view or access the reports in the Reporting screen.
Permissions to View Reports
The following permissions must be assigned to users to view, generate, and print the Legacy and Dynamic reports that fall under each of the mentioned categories in the All Reports and My Dashboard tabs in the Reporting screen:
|
Category |
Permission |
Description |
Roles |
|---|---|---|---|
|
Accounting |
Stay_ReadAccountingReports |
Users with this permission can perform the following operations:
Users without this permission cannot view the Legacy and Dynamic reports under the Accounting category. |
|
|
Front Desk |
Stay_ReadFrontDeskReports |
Users with this permission can perform the following operations:
Users without this permission cannot view the Legacy and Dynamic reports under the Front Desk category. |
|
|
Guests/Reservations |
Stay_ReadGuestReservationReports |
Users with this permission can perform the following operations:
Users without this permission cannot view the Legacy and Dynamic reports under the Guests/Reservations category. |
|
|
Housekeeping |
Stay_ReadHouseKeepingReports |
Users with this permission can perform the following operations:
Users without this permission cannot view the Legacy and Dynamic reports under the Housekeeping category. |
|
|
Revenue/Forecasting |
Stay_ReadFinancialReports |
Users with this permission can perform the following operations:
Users without this permission cannot view the Legacy and Dynamic reports under the Revenue/Forecasting category. |
|
|
Manager |
Stay_ReadManagerReports |
Users with this permission can perform the following operations:
Users without this permission cannot view the Legacy and Dynamic reports under the Manager category. |
|
|
Legacy Grouped |
Stay_ReadGroupReports |
Users with this permission can perform the following operations:
Users without this permission cannot view the Legacy and Dynamic reports under the Grouped category. |
|
When users access the All Reports tab in the Reporting screen, only the report categories for which the user is assigned the appropriate permissions are displayed. When the user does not have any permission, the following message is displayed: The logged-in user does not have permission to Reports.
Permissions to Extract Reports
The following permissions must be assigned to users in addition to the Stay_ReadXReports permissions to allow them to extract the Legacy and Dynamic reports that fall under each of the mentioned categories in the All Reports and My Dashboard tabs in the Reporting screen:
|
Category |
Permission |
Description |
|---|---|---|
|
Accounting |
Stay_ExtractAccountingReports |
|
|
Front Desk |
Stay_ExtractFrontDeskReports |
|
|
Guests/Reservations |
Stay_ExtractGuestReservationReports |
|
|
Housekeeping |
Stay_ExtractHouseKeepingReports |
|
|
Revenue/Forecasting |
Stay_ExtractFinacialReports |
|
|
Manager |
Stay_ExtractManagerReports |
|
|
Legacy Grouped |
Stay_ExtractGroupReports |
|
Permissions for Saved, Grouped, and Generated Dynamic Reports
The following new permissions must be assigned to users to view and print dynamic reports in the Saved, Grouped, and Generated Reports tabs in the Reporting screen and the Dynamic - Custom Reports section in the All Reports tab of the Reporting screen:
|
Category |
Permissions |
|---|---|
|
Accounting |
|
|
Front Desk |
|
|
Guests/Reservations |
|
|
Housekeeping |
|
|
Revenue Forecasting |
|
|
Manager |
|
|
Legacy Grouped |
|
The following new permission must be assigned to print, email, schedule, and download the reports in the CSV and PDF formats in the Saved, Grouped, and Generated Reports tabs in the Reporting screen and the Dynamic - Custom Reports section in the All Reports tab of the Reporting screen:
|
Category |
Permissions |
|---|---|
|
Accounting |
|
|
Front Desk |
|
|
Guests/Reservations |
|
|
Housekeeping |
|
|
Revenue Forecasting |
|
|
Manager |
|
|
Legacy Grouped |
|