Add Reports to a User

To add a report privilege to a user:

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

  2. Click the blue Users tab in the upper left corner of the screen. The list of existing users will display in the left pane of the screen.

  3. To add reports to an existing user, click on the user ID 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 user, 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 user, click the associated checkbox for Scheduling, Purchasing or Sales Pricing.

  2. To assign individual reports to a user, 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 user 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 groups, privileges, and reports have been assigned to a specific User ID, continue adding and changing users, or save the completed user.

  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 New User

Copy User to New User

Delete Users

Change User Password

Add a Group to a User

Add Privileges to a User

Add Divisions to a User

Add Variance Categories to a User

Delete a Group from a User

Delete Privileges from a User

Delete Reports from a User