Knowledgebase: Cloud Access Support
How to activate the Reports Portal
Posted by Chris Calvaresi on 17 Oct 2014 08:37 AM
To access the Reports Portal, use the following steps:
 
1. Go to File > Setup > Company
2. Select the "System" tab
3. Check the box that says "Reports Portal"
4. Click Save, the security groups will now sync with the Reports Portal. (This may take several minutes)
5. Once the sync is complete, log off of My Vision Express for the changes to take effect.
6. Log back in to My Vision Express.
7. Go to File > Reports > Report Portal
8. An Internet Explorer window will open and direct you to the Reports Portal. 
 
 
To turn off the Reports Portal:
 
1. Go to File > Setup > Company
2. Select the "System" tab
3. Uncheck the box that says "Reports Portal"
4. Click Save
5. Log off of My Vision Express for the changes to take effect.
6. Log back in to My Vision Express. 
7. Whn you go to File > Reports, you will now see the standard My Vision Express Reports instead of the Reports Portal.
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