Set Up Reporting Trees

The Reporting Tree features in Excel are available only if enabled within user roles in SEI. Proper configuration ensures that users have access to the appropriate reporting tree tools for both Excel and reports, and that only authorized users can create or manage reporting trees.

Grant access to reporting trees

important

Make sure the user you grant access to is assigned to the correct role category; otherwise, access to reporting tree features will not be applied.

For Excel Add-in

When a user opens a workbook for the first time, the three Reporting Tree options in Excel are clickable. Depending on the settings in Administration, only the enabled options will remain active; others will be greyed out.

1. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
2. Select Security, then Roles.
3. In the Manage dropdown, select General Roles.
4. From the list, choose the role you want to grand access.
5. Under the Excel Add-in section, enable the following three options:
   • Reporting Tree Selector: Select an entire reporting tree.
   • Reporting Tre Node Selector: Select individual nodes in the tree.
   • Reporting Tree Duplicator: Duplicate reports for each node automatically.
6. Click Apply Changes to save.
7. (Optional) Repeat these steps for additional roles as needed.

For reports

1. Select Security, then Roles.
2. In the Manage dropdown, select General Roles.
3. From the list, choose the role you want to grand access.
4. Under the Reports section, select Use Filtering Function.
5. Click Apply Changes to save.
6. (Optional) Repeat for other roles as needed.

Limit access to reporting trees

To restrict who can build or manage reporting trees:

1. Select Security, then Roles.
2. In the Manage dropdown, select General Roles.
3. Choose the Security role.
4. Under the Administration section, make sure Manage Reporting Trees is enabled.
5. Click Apply Changes.