Auditor — Insights guide
Check the numbers in the reports without taking any data out of the system.
Reads the reports to check them, and takes nothing out of the system.
What you will be able to do
- Read a report, with no downloads and no scheduled sends
- Try a chart in the builder without saving it
What this role can and cannot do
| Can | Cannot |
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3 steps, each one carried out in the product on .
Read a report, take nothing out #
Where Insights » Reports » Branch performance
- Open your company's address (yourcompany.tarleaks.com) and sign in.
- Open the app launcher and choose Insights.
- In the menu, choose Reports.
- Click the report's name.
You should see The report and Print; no Download as PDF, no Send on a schedule and no Send me this, so nothing you read leaves the system as a file.
Scheduled sends are closed to you #
Where Insights » Scheduled sends
- Open your company's address (yourcompany.tarleaks.com) and sign in.
- Open the app launcher and choose Insights.
- Scheduled sends is not in your menu: type /insights/schedules after the company address.
You should see A plain message that the section is not open to you. The server refuses the list as well.
Try a chart without saving it #
Where Insights » Build a chart
- Open your company's address (yourcompany.tarleaks.com) and sign in.
- Open the app launcher and choose Insights.
- In the menu, choose Build a chart (Start from scratch on the Insights page is greyed out for you: it saves a new question).
You should see The same chart builder: choose the records, how to show them and what to include, and see the answer. There is no Save this question and no Put this on a report.
Everything you read is the company's data as it is at that moment; nothing you open leaves the system as a file.