Introducing Reports Navigation in CustomerClient Portal

The Customer Portal Reports enhancement introduces two key capabilities within Zenople: a new permission-based control named CanViewReports for Person Roles, and a dedicated Reports navigation area in the Contact Portal. This update ensures that office staff can manage report access with greater precision, while contacts benefit from a centralized location to view eligible reports.

These enhancements strengthen data security, improve access governance, and streamline the user experience. Clients gain better control over visibility of financial and operational reports such as Accrued Hours, Client Billing, Statements, and AR Aging.

Functionality

1. Person Role Permission – CanViewReports

• Appears in: Settings → Person Role Configuration
• A new property CanViewReports is available for each Person Role.
• Office staff may enable or disable contact access to all Contact Portal reports and by default this will be disabled.
• When set to True, contacts can view and access:
  • Accrued Hours Report
  • Client Billing Report
  • Statement Report
  • AR Aging Report
• When set to False, the Reports navigation still appears for the contact, but no reports are listed and an empty state message is displayed.

2. Reports Navigation in the Contact Portal

• Appears in: Contact Portal → Reports (New Navigation Item)
• A new top-level navigation called Reports is added.
• Inside the navigation, Reports card displays report links based on permission.
• Contacts with permission see all available paginated reports.
• Contacts without permission see an empty state message such as “No reports available.”
• The feature follows existing Contact Portal UI styling for consistency.

Managing Permission

To control which contacts may access reports in the Contact Portal, office staff can configure the CanViewReports property within Person Roles.

Steps to Manage Report Access:

1. Navigate to Settings → Person Roles within Zenople.
2. Select the Person Role assigned to the relevant contacts.
3. Locate the new Boolean property CanViewReports.
4. Set the value to:
   • True → Contacts assigned to this role can view all available reports in the Contact Portal.
   • False → Contacts will still see the Reports navigation, but they will not see any report items; only an empty state message will appear.
5. Save the role settings.
6. Permission changes take effect immediately—no restart or deployment is required.
7. Ensure all Person Role updates use valid Boolean inputs, consistent with other permission properties.

Additional Notes

• All Contact Portal reports involved in this feature are paginated reports.
• There are no changes to report generation logic or content—only access and navigation.