This feature is available for the following products:
Note: This feature is available by request. Please reach out to our support team or your Golf Genius Account Manager to have this feature enabled.
Q: We created a custom report for our leagues to use, but we do not want them to make changes to it. Can we lock the report to ensure no changes can be made to the report we created?
A: Yes. To restrict who can modify a report you created in the Report Center, mark it as a Report Template. Once a report is marked as a template, the available options are restricted based on each Manager's permissions.
Setting Manager Permissions
You can set which Managers have permission to modify Report Templates. Report permissions are restricted to the following Manager types:
Customer Manager Admins
Customer Managers
Tour Managers: Tour Managers can only access reports marked as templates inside the managed tour.
Only Customer Manager Admins can edit the list of Managers able to modify a report once it's marked as a template. To set Manager permissions, follow these directions:
If necessary, contact support or your Golf Genius Account Manager to have this feature enabled.
From the Customer Center, navigate to Season Management > Report Center > Permissions (as shown below).
Check the box next to each Manager who should have permission to edit Report Templates, and uncheck the box next to each Manager who should not.
Click "Save" to apply the settings.
Marking a Report as a Template
When editing a report, Managers with permission can mark a report as a template (as shown below).
To mark a report as a template, follow these directions:
Navigate to the Report Center where the report was created:
Customer Center: From the Customer Center, navigate to Season Management > Report Center.
Event/League: From the Event/League, navigate to Rounds > Report Center.
Hover over an existing report and click "Edit," or click "New Document" to create a new report.
In the Report Templates section, set the toggle to "Yes" to mark the report as a template.
Click "Save" to apply the settings.
Once the report has been marked as a template, the available options for Managers without permission are restricted to:
Print: When printing a report, the configuration pop-up does not overwrite the original report configuration.
Copy: When copying a report, the clone is placed within the Event/League category and is no longer considered a template. The original report remains unchanged.