Report Security: Access Levels

Reports Overview | Modify a Report | Security Overview

If you require employee logins, the reports an employee can access are determined by the security group to which he or she is assigned. Each report is assigned a security access level. The report access levels and security groups which can view them are as follows:

Level | Description | Groups with Access
1 | Maximum Security | Owner
2 | High Security | Owner, Mgr
3 | Medium Security | Owner, Mgr, Asst Mgr
4 | Low Security | All groups

Reports that the currently logged-on user does not have access rights to will not be available for selection. If program logins are not required, all employees have access to all reports. The System Administrator always has access to all reports.

A separate security right, Modify report options, controls the ability to modify a report, including dates. If using the pre-defined security groups, all employees have rights to modify the reports to which they have access.

If the default security levels do not meet your needs, you can change the report access levels or customize your security groups to give your employees the rights you wish. The ability to make these changes are themselves also subject to security rights (only available to the System Administrator and default Owner group).

To view or change the access level of a report:

1. Log on as a user with rights to modify report options.

2. In the Create a Report wizard, select the S et Report Access Level button.

Or

On a displayed report, select M odify and then the S ecurity tab.

3. Select a security access level from the drop-down list.

4. Select OK or R un to display the report and save the new access level.

Related Topics

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