Print the Role Summary Report

You can display or print a Role Summary report, which provides detailed information about your firm's security roles.

To print the Role Summary report, complete the following step:

  1. Select an existing security role.
  2. Complete one of the following actions:
    Option Description
    To include information about the current role Click Print and select Print Current Role.
    To include information about all role records that are currently active Click Print and select Print Active Group.
    To open the Role Lookup and select a single role record Click Print and select Select Role to Print.