How to setup the report security group.

How to setup the report security group.

 

User document: Report Groups

For System Administrator only.

 

Report Security groups differ from Report types. A Report group, or Security group, is utilised to group selected reports and grant access to individuals.

 Instructions

Step 1: Create a report group. This step can be skipped if the preferred group has already been created.

  1. Go to System Setup \ Reporting \ Report Security Groups.

  2. Use filter to display all entries for the presentation and prevent the creation of duplicates. The default group is All Reports.

  3. Click on +New Line button to create a new report group.

  4. Input the Description and Details.

  5. Click on Save button.

 

Step 2: Select reports to put into the group. This step can be used to add/remove reports in group.

  1. Click on the Reports on the line you just created on step 5.

    image-20240822-231955.png
    A sample report group setting

  2. In the new popup, choose the reports you prefer to add to the group. Utilise the filters to locate your preferred report when necessary.

  3. Click on Save & Close button.

 

Step 3: Assign the report group to a user to grant access. This step can also be utilised to remove user access.

  1. Go to Administration \ Users

  2. Use filter to locate the preferred user.

  3. Click on it to open.

  4. Go to Application Access tab.

  5. Click on New line in the Reporting Group section.

    image-20240822-233122.png

     

  6. Select the Report Security group that was created on step 5.

  7. Click on Save & Close button.

  8. Repeat steps 9,10,11,12,13,14 for other users when necessary.