Set Up Access to Report Columns and Groups
As part of setting up a role's security access to reports, you can limit the role's access to certain report columns and groups.
Prerequisites:
Set up access to reports.
To set up report column and group access, complete the following steps:
- Select the reports from the Reports for this Role column.
- Click Set Column/Group Access.
-
To set column security, select one of the following actions:
Option Description For the role to access to all columns in the report Select the All Columns option. For the role to access specific columns Click
Set Column Security at the top of the grid. The Detail Columns dialog box displays. In the
Available Columns box, select the columns that you want to display on the report and click the
Add button to move these columns to the
Columns for this Report box.
To remove columns from the report Select the columns in the Columns for this Report box and click the Remove button to move these columns back to the Available Columns box. -
To set group security, select one of the following actions:
Option Description For the role to access all groups in the report Select the All Groups option. For the role to access specific groups Click
Set Group Security at the top of the grid. The Detail Columns dialog box displays. In the
Available Groups box, select the groups that you want to display on the report and click the
Add button. The groups move to the
Groups for this Report box.
To remove groups from the report Select the groups in the Groups for this Report box and click the Remove button. The groups are moved back to the Available Groups box. -
Click
Save.
