Display the <Report Name> Columns Dialog Box

You display this dialog box from the Roles form in Security Settings.

  1. In the Navigation pane, select Settings > Security > Roles.
  2. Use the search field at the top of the Roles form to find and select the role that you want to view or edit.
  3. On the Access Rights tab, set the Functional Area option to Reports.
  4. Select one of two actions:
    • If no reports are listed in the Reports for this Role grid, click + Add Report and select a report on the Add Report dialog box.
    • If reports are listed in the grid, In the Set Column Access column in the grid, click the Set Column Access link.
    Not all reports have column access options. If the checkbox under the All Columns column is selected for a report, the Set Column Access link is disabled.