To access "Reports & Analytics" follow the instructions below.
Login to your Xchart dashboard
Navigate to the "Reports & Analytics" tab in the blue bar on the lower left.
If you do not see this option you will need to reach out to an admin and ask them to grant you permission to be able to run these reports.
Granting Permission for a user to run reports within your organization.
đNOTE: Only someone with "Admin" access within the organization can give other members access to this reports section. Keep in mind you can grant a member to have access to "Reports and Analytics" without making them an "admin" user.
Login to your Xchart dashboard
Navigate to the "members" tab in the blue bar on the left
Select the member you would like to grant access to the "Reports & Analytics" information
Select "edit roles"
If you want this person to have access to Reports & Analytics, but do not want them to be an admin, select "no" to the question "Is this person an organization administrator?"
A follow up question will appear "Can this person view Case Analytics?" Here you will select "yes."





