Change Financial Report Settings

Change Financial Report Settings

If you are an Organisation Admin, you can  can select which financial reports are shared with stakeholders of your Strata Organisation. 

Financial report settings are customisable and can be changed to grant certain users access to a report type. 

Change Financial Report Settings

1. Go to the Settings page

2. Scroll down to Documents & Finance and 'Financial Reports'



3. All potential report types will be listed 

4. To change which users can access a report type, select or clear any of the check boxes


Note: Permission is granted to a user if the check box is selected and denied to a user if cleared

5. Click 'Bulk Update'

This will update permissions for the required users to be able to generate the selected report types. 

Organisation Admins should contact us with any further questions regarding this process.