Reports can be run from both the Admin side as well as the Caller side of VanillaSoft. By default, all Admins have access to run reports. If a Caller needs to run a report, this would need to be configured by an Admin.
Allow Callers Access to Reports
- Log in to VanillaSoft as an Admin.
- Select Users from the top menu.
- Check the MyReports Page box for the desired User.
- Once done, click Save.
- Select Projects from the top menu.
- Select the Project where the report(s) reside.
- Open the Contacts & Reports menu and select the Legacy Reporting section.
- Check the Show in Caller's My Reports page box for the desired report(s).
- Once done, click Save.
The desired report(s) should now be accessible from the Caller side of VanillaSoft.