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• Edit: Permission to edit information within the Alumni module (i.e. alumni profile data).
• Admin: Permission to access the Admin settings for the Alumni module (i.e. access to the "Alumni" tab within the Admin settings page and all the settings therein.)
• Delete: Permission to delete alumni profile pages.

• Admin: Permission to create + manage notes categories in the Alumni module, and designate which users have access to view and create notes in those categories.
  • To allow an admin user to view notes on your alumni profiles, go to Admin > Alumni tab > Notes > double click the pencil icon to edit the appropriate Notes category > Select the admin user > Edit category > Save changes.

• View + manage Advanced reports: Permission to access the Alumni advanced reports page (i.e. create and save reports; manage advanced report categories).
• Send e-mail from Advanced reports: Permission to send a mass e-mail to everyone generated in an Alumni advanced report.
• Export spreadsheets from Advanced reports: Permission to download data from an Alumni advanced report as a spreadsheet.
• Mass field editing in Advanced reports: Permission to use the "Edit" button in the Alumni advanced report toolbar to mass edit alumni profile data.

To archive a report, start by double clicking the pencil icon next to the category name.

Click Archive category.

Note that there are no special admin user permissions required to be able to archive an entire report category.

Archived categories can be unarchived later, if needed. Click here to learn how.

If a category contains no advanced reports, you can delete it by double clicking the red delete button.

To delete a category that contains reports, you must remove all of the reports from the category first. To do that, expand the category and either move all of the reports to a different category or delete the reports. Once all reports are removed from the category, it can be deleted.

Double click the pencil icon to edit the report name; change which category it's assigned to; or archive it.

Note that users can only edit/archive a report if they have "admin" permission to it.

Double click the lock icon to select which users have permission to the report, and if so, select their permission level. To learn more about permission levels, click here.  Note that you can only edit the report permissions if you yourself have "admin" permission to the report.

Note that if a user has the Reports user permission, they cannot have their permissions to individual reports edited, so they will not appear in the permissions modal. To learn more, click here.

To edit a user's permission for multiple reports at once, user the Mass Permissions Changes feature.

View your permission level to the report ("read"-only or "admin") and whether the report is being used to restrict who can see a particular form or enrollment option.

When a report is removed, it will no longer appear:

• In the list of "Saved Reports" located at the top of the Advanced Reports page
• In the list of reports to select from when adding a restriction to a form or enrollment option

To remove a report, archive or delete it.

While deleted reports cannot be undeleted, archived reports can be unarchived if you need to use/access them again. That said, deleting is always permanent, while archiving can be temporary if needed.

Within an active category, click "Show archived reports..." to expand the list of all archived reports within that category.

To unarchive an archived report, double click the pencil icon and then click the unarchive button in the pop-up window that opens.

Click "Load archived categories" to view all report categories (and reports therein) that have been archived.

Double click the pencil icon next to the category icon.

Click to unarchive the category.

Note that the individual reports within the category will return to the original unarchived/archived state they were in before the category was archived.