Report Testing Menus

Report Testing Menus

Anterra has added a new main heading “Reports to Test” that allows users with the report testing security role(s) to view new Anterra reports that haven’t been released to all of the users in their Anterra system. 

To keep things organized and easy to administrate, new reports are sorted by modules which can have different reviewers depending on the setup of your organization based on roles (e.g., Finance, Real Estate, Construction, Service Management, and Other).

Once a report has been tested it can be moved to any location in your menu structure using the Menu Administration tool (Admin – Menu Administration).






    • Related Articles

    • Data Trimming Security Report

      To help clients better understand what end-users see, Anterra has implemented user security audit reports. Reach this area of Anterra’s site by going to Admin, then User Admin, then User Data Trimming Report. This is a Pivot grid allowing clients to ...
    • Anterra Version v25.2 Release Notes

      Anterra Version 25.2 Release Notes Updates to Anterra Pivot Grids These are general updates that apply to most of the grids through every module (Finance, Construction, and Service Management) Setting the Default Date for a Pivot Grid - KB Pivot ...
    • Setting Report Favorites

       Set report Favorites from the Favorites icon on the far right of the top bar while a report is showing by clicking on Add to Favorites (indicated by yellow star):                                         Or set Favorites from the report menu by ...
    • Service Management BI Report: GL to SM Reconciliation

      Version 25 Release NEW SM BI REPORT Purpose:  Service Management Operation Managers run reports out of Service Management showing monthly revenue. Revenue on Service Management reports can be different from the revenue on a GL income statement, in ...
    • Anterra User Administration

      Overview of User Administration AnterraBI™ offers robust and flexible user security. There are 2 main concepts, individual user and group user. Individual User Setup Each user is granted access to Anterra Modules Each user is “data trimmed” for each ...