Change Financial Report Settings V 1.0

If you are an Organisation Admin, you 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. Select '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. 

For more information, please see How to Generate Financial Reports.

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