Articles

Training: Setup Managers for web-based access to Reports

Setting Up Manager’s Reports in AT Perspective

When considering the wide variety of reports that are available to Broker/Owners
in ATPerspective, some Owners decide that there are some reports that they do not
want to share with managers. Among the reports that are commonly NOT shared are Profit
& Loss Reports, Budget Reports or Cash Flow forecasts.

Additionally, even when reports are shared with Managers, sometimes Owners only want
managers to see reports ONLY for the offices which they manage – not ALL offices.

When setting up Manager’s login into AT Perspective, you can customize not only which
reports that a manager is allowed to see – but also for which offices they are allowed
to view those reports.

You can watch this step by step video that explains how to setup a Manager’s login,
reports and access by clicking the video above.