Set Up Access to Saved Report Options

For each security role, you can specify access to saved options that are used in reports.

To specify the saved report options 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 saved report options.
  3. On the Access Rights tab, set the Functional Area option to Saved Options.
  4. To allow members of the security role access to the saved options that you specify, click + Add/Remove below the Saved Options grid and then complete the following actions on the Saved Options dialog box:
    1. Use the Option Type option to select a type, or leave the default of all saved options.
    2. Grant or remove access to sets of saved options:
      Option Description
      To give access In the Available Options section, select each set of saved options to which you are granting access, or click Add All. The sets of saved options are moved to the Options for this Role section.
      To remove access In the Options for this Role section, click at the end of the row for each set of saved options that you are removing from access, or click Remove All. The sets of saved options are moved to the Available Options section.
    3. Click Apply.