Set Up Access to Saved Report Options

You can limit access to saved sets of report options for use in Reporting.

Prerequisite: Select an existing role.

To select the saved options that the role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Saved Options.
3. From the Option Type drop-down list, select a report.
4. Use the Add and Remove buttons to move options between the Available Options and Options for this Role columns.
5. Decide whether or not a set of options will be available to all roles:

   • If you want a set of options to be available to all roles, select the saved options from the Available Options column and click Make items global to all roles. This set of saved options will be listed in the Options for this Role column for all Vision roles, with a Y in the Global column, to indicate that it is a global assignment.

   • If you want a set of options to no longer be global, select the set of saved options that you want to remove, and click Make global items role specific. When asked to confirm the change, click Yes. The set of saved options remains listed in the Options for this Role column for the current role, but has an N in the Global column, to indicate that it is not a global assignment.

6. Click Save.