Set Up Access to Reports

For each security role, you can assign access rights to both standard and custom reports. You can grant access to all reports or to individual reports that you specify.

To specify the reports that a role can access:

1. In the Navigation pane, select Settings > Security > Roles.
2. At the top of the form, enter either a complete or partial name or number in the Find role lookup field to find and select an existing update to set up access to standard and custom reports.
3. On the Access Rights tab, set the Functional Area option to Reports.
4. If you want to allow members of the security role access to all reports, select the Full Access to all Reports option.
   The change is saved automatically and you are done with this procedure.
5. If you want to allow members of the security role access to only the reports that you specify, click + Add/Remove below the Reports for this Role grid and then complete the following actions on the Reports dialog box:
   1. Use the Report Type option to select a type, such as project reports, or leave the default of all reports.
   2. Use the Custom Type option to specify whether you are setting access rights for standard reports or custom reports.
   3. Grant or remove access:

      Option	Description
      To give access	In the Available Reports section, select each report to which you are granting access or click Add All. The reports are moved to the Reports for this Role section.
      To remove access	In the Reports for this Role section, click at the end of the row for each report that you are removing from access, or click Remove All. The reports are moved to the Available Reports section.

   4. Click Apply.