Report Rights

Report Rights 

This module is the security layer for the Reports section. It ensures that data privacy is maintained by allowing an Administrator to control exactly which reports are visible to which department.

Departmental Access Control for Reports

• 1: The system must provide dropdowns to select a specific Company and Department.
• 2: Upon selection, a comprehensive list of all system reports must be displayed.
• 3: Each report must have a checkbox to toggle access (Checked = Access Granted, Unchecked = Access Denied).
• 4: A Select All feature must be available for quick configuration.
• 5: Permissions must be saved and applied instantly to all users in that department after clicking the Save button.

Description of Key Reports in the List

1. Channel & Retailer Reports

• Add On-Boarding: Tracks the registration progress of new partners.
• Retailer List / Master List: A database of all active retailers and channel partners.

2. Accounts & Finance Reports

• Ageing System: Analyzes outstanding payments based on how long they have been due.
• Invoice Reports (Sale/Purchase/Return): Detailed logs of all financial billing activities.
• Ledgers (Item/Vendor): A complete statement of transactions for a specific product or supplier.
• Pending Payment: Highlights customers or partners who owe money to the company.

3. Inventory & Warehouse Reports

• Current Stock: Provides real-time visibility into available inventory levels.
• Stock Transfer: Records the movement of goods between different warehouse locations.
• Item Wise Ledger: Tracks the movement and stock history of individual items.

4. HR & Employee Reports

• Attendance Report: Logs employee daily check-in/check-out times.
• Employee Leave Report: Shows a summary of leaves taken and remaining balances.
• Employee Expense Report: Tracks field expenses and reimbursement requests.
• Employee Hierarchy: Visualizes the reporting structure within the organization.

5. Sales & Field Reports

• DSR Analysis: Detailed "Daily Sales Report" to monitor field staff productivity.
• Sales Visit Summary: Tracks how many clients the sales team visited and the outcomes.
• Transport Report: Monitors the status of goods in transit and delivery logistics.

6. Administrative Reports

• User Report / User Rights Report: Audit logs showing system users and their assigned permissions.
• Voucher Detail: Deep-dive into accounting vouchers for internal auditing.

Summary of the Process

1. Identify: Pick the Company and Department.
2. Assign: Use the checkboxes to "Grant" access to specific reports (e.g., giving the Sales Dept access to "Sales Visit" but not "Vendor Ledger").
3. Execute: Click Save to lock in the permissions.