Add Reports to a Group

To add reports to a group:

  1. From the Setup menu, select Security Manager. Or, click the Security Manager icon on the Setup toolbar.

  2. Click the blue Groups tab in the lower left corner of the screen. The list of existing groups will display in the left pane of the screen.

  3. To add reports to an existing Group, click on the Group in the left pane.

  4. Click the Reports tab on the bottom of the Security Management screen.
     

 

  1. To assign all reports in the system to the group, click the checkbox associated with All Reports.

  2. The reports are organized within folders by module. Expand the All Reports folder to view the modules, and expand each module folder to view the individual reports.

Note

Use the Expand All or Collapse All buttons to open or close all nodes.

 

 

 

 

 

 

  1. To assign all of the reports in a specific module to the group, click the associated checkbox for Scheduling, Purchasing or Sales Pricing.

  2. To assign individual reports to a group, click the checkbox associated with the specific report.

 

Note

This process will have to be repeated every time a new standard or custom report is created and added to the Reports menu.

 

 

 

 

 

 

Note

In order to edit the format of a report, a group must also have the privileges to access report explorer and create new reports. These privileges are assigned separately on the privileges tab.

 

 

 

 

 

 

  1. After all appropriate users, privileges, and reports have been assigned to a specific group, continue adding and changing groups, or save the completed group.

  2. When finished, click the Save icon on the toolbar to save all changes that have been made.

  3. Click the Exit icon in the upper right corner to exit the application.

 

Related Topics

Create a Group

Copy Group to New Group

Delete Groups

Add Users to a Group

Add Privileges to a Group

Add Divisions to a Group

Add Variance Categories to a Group

Delete Users from a Group

Delete Privileges from a Group

Delete Reports from a Group