Set Up Access to Favorite Reports

You can specify a security role's access to favorite reports. These settings work in conjunction with settings for the Reporting application.

To specify the favorite reports that a role can access:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. At the top of the Roles form, enter either a complete or partial name or number in the Find role lookup field to find and select an existing role to set up access to favorite reports.
  3. On the Access Rights tab, set the Functional Area option to Favorite Reports.
  4. To allow members of the security role access to favorite reports that you specify, click + Add/Remove below the Favorite Reports grid and then complete the following actions on the Favorite Reports dialog box:
    1. Use the Report Type option to select a type, such as project reports, or leave the default of all favorite reports.
    2. Grant or remove access to favorite reports:
      Option Description
      To give access In the Available Reports section, select each favorite report to which you are granting access, or click Add All. The favorite reports are moved to the Reports Assigned to this Role section.
      To remove access In the Reports Assigned to this Role section, click at the end of the row for each favorite report that you are removing from access, or click Remove All. The favorite reports are moved to the Available Reports section.
    3. Click Apply.