Who it's for: Administrators and users with the relevant reporting permissions

Platform: Sense HR

Available on: All plans

Before you begin, make sure you’ve:

☑️ Logged into the Sense HR web app

☑️ Been assigned administrator permissions (or relevant reporting permissions for your access role)

Overview

An Access Roles report helps administrators see who has which permissions across the system, making it easier to audit security, prevent errors, and ensure users only have the access they need.

This article will show administrators how to customise the ‘Profile Information’ report builder to create a report focused on permission groups.

Navigation path

Dashboard > Reports > Profile information

Steps to create a Permission group report

Navigate to Profile Information reports

Open Reports from the left-hand navigation menu.
Select Profile information.
Click Create.

Choose fields for a permission group report

In the People section, select the following field:
• Permission group

View and refine results

Click Next to load your results.
(Optional) Use Manage fields to refine your report by adding fields or removing fields
(Optional) Further refine by adding filters if required

Save your report

Click Report details
Enter a Report name, (optional) Report description, and (optional) AMI prompt for analysis.
Close the Report details dialog
You can either:
• Click Save changes and then click Back to save as a draft
• Click Save changes and then click Publish to finalise the report
Changes to Report details are not saved until you click Save changes