Contents of the Reports Dialog Box

Use this dialog box to specify report access for security roles.

Field Description
Report Type Select the type of report that you want to assign to the role.
Custom Type Specify whether the report type is Standard or Custom.
Available Reports The available reports that display in this list depend on the type of report that is specified. For example, [All Reports] displays all saved reports while Accounting limits the list to reports that are assigned to Accounting.

From this list, select one or more reports that you want to assign to the specified role. You can assign multiple reports to the same role so that they share the same security privileges. This is an efficient way to set up and maintain security for multiple reports.

To limit the number of report names that display in the columns, enter the first few letters of the report name and matching results will display in the respective column.

Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.

Add All Click this option to add all reports to the Reports for this Role column. This is an efficient way to set up and maintain security for groups of reports.
Reports for this Role The selected reports for the role display in this column. All reports in this column are assigned to the same role and share the same security privileges.
Remove All Click this option to remove all reports from the role.