Specifying User Role Report Access

When you specify report access for a user role, you determine the reports available to the role. The reports listed on the Reports tab include standard MRI reports and any customized reports you may create with ReportDesign.

Note

You must have Modify Roles permissions to specify report access for a user role. Refer to Adding and Maintaining Users and Access Rights for more information.

 

To specify report access for a user role, follow these steps:

1.         Go to Roles.

2.         In the Database field, select the database that contains the role for which you want to specify report access.

Note

If you only have access to one database, it is selected by default.

 

3.         In the left panel, select the role for which you want to specify report access.

4.         In the right panel, click Reports.

5.         Clear the Global Access check box.

6.         To filter or sort the reports by report ID, description, or application, use the filter fields in the header row of the grid. For example, to work with Accounts Payable reports, enter AP in the Application ID filter field.

Note

The BASE application will display BASE reports and reports that have no application or a NULL application.

 

7.         You can give the role full access to all reports or to specific reports.

            All reports—Select the check box in the Access column heading. The system will select all check boxes for all report names in the grid.

            Specific reports—Select the check box in the Access column for each report to which you want the role to have full access.

8.         Click Save.

Related Topics

         About User Role Access Options

         About Roles