This webinar focuses on the various features within the ETO (Efforts to Outcomes) system that govern the visibility and accessibility of data within reports. This webinar explains the different reporting roles available, including enterprise manager, site manager, and staff, and how these impact the data that users can see in their reports.
The presentation then delves into the role of touchpoint security, emphasizing that the visibility of touchpoint data is controlled at the individual touchpoint level by site administrators. Here, it demonstrates how the "view own" and "share across enterprise" settings must be properly configured to ensure that data is displayed in reports, particularly for users with an enterprise reporting role. Finally, the webinar addresses the different types of report filters, including query filters, report filters, and input controls, and how these can impact the data returned in a report, even when the user has the appropriate permissions. Participants learn strategies for troubleshooting report issues and identifying the root cause of missing or unexpected data.
Results Report Security Presentation Slides
