Create and edit a report audience

Creating a report audience allows you to show only the relevant reports for users with certain roles or permissions. Creating an actual audience in essence is creating a filter tag that lets others find reports more easily. This capability is useful for companies that have large numbers of reports.

About report audiences

Setting up a report audience allows you to designate who a specific user type for the report. For example, you might have Report audiences for Directors, Internal-only, and Board Members.

While including a Report audience is optional, using a report audience can alleviate cumbersome report names and naming conventions. This task is accomplished with filtering by audience and not needing to include the audience in the report name. The Report audience appears on the list of reports.

For example, you might define an audience for Chief Financial Officers (CFOs), another for data analysts, and others for the Board of Directors and Department Managers. You’re not creating a group of audience members, you’re creating a filter tag.

How to create a report audience

The process for creating a report audience is simple. You provide a name, make the Report type active, then add the new report type to any of the following:

• financial reports
• custom reports
• Interactive Custom Reports
• visual boards

You can create a report audience in any of the following ways:

• From the Company Setup checklist
• From the Reports Setup menu
• Import a report type

From the Company Setup checklist

1. Go to Company > Setup > Configuration > Import data.

2. In the Setup General Ledger transactions section, locate Report audiences.
3. Select Create to create a new report audience.
4. Enter a name for the audience that describes the target audience.
5. Set the audience type to Active if you plan to use it with reports.
6. Select Save.

From the Reports Setup menu

1. Go to Reports > Setup > More and select Add (circle) next to Report audiences.

2. Enter a name for the audience that describes the target audience for the report.
3. Set the audience type to Active if you plan to use it with reports.
4. Select Save.

Import a report audience

You can use the Report audience template to import multiple report audiences simultaneously.

1. Go to Company > Setup > Configuration > Import data.

2. Locate Report audience. Optionally, select Template, download, complete, and save the completed template. For more on import templates, see Import data during company setup.
3. In the Setup General Ledger Transactions section, locate Report audience.
4. Select Import to import the report audiences you created in the template.
5. Select the template you created for the report audiences.
6. Select Import.

Edit a report audience

1. Go to Reports > Setup > More > Report audiences.

2. Select the Report audience you want to edit from the list.
3. Select Edit.
4. Make any changes and select Save.