Role Summary Report

The Role Summary report presents detailed information for each security role.

Display the Role Summary Report

The Role Summary report is a configuration report.

To display the Role Summary report, select one of the following actions:

  • Click Print on the Roles toolbar.
  • Click Reporting > Configuration and select Role Summary.

Role Summary Report Options

Use options to specify a new report name, select sections, set access rights, or include query information.

Field Description
Report Name You can change the default report name.
Report Sections to Include Select the sections to include on the report. These correspond directly to tabs in Role Security.

For example, if you select Accounting, Vision displays the security options (Transaction Type, Miscellaneous, Billing, Payroll, Multicompany, and so on) that relate to Vision Accounting in a section labeled Accounting.

Access Rights Select this option to include information about the roles' access rights, as entered on the Access Rights tab, on the report. You can include all access rights on the report, or only selected access rights.
Show SQL query for lookups Select this option to include the SQL query information on the report.