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Security Tab Example

Report Setup Overview

Security Tab

Access this tab using Reports>{Any Report}>Security.

Use this tab to lock a specific report so that other users cannot save their changes to it. The report can still be accessed; however, if changes are made, the report must be saved with another name. This new report then becomes associated with the other user.

 

Do Not Allow Changes to this Report: The user that selects this box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.

All unsecured reports (that do not have this check box selected), can be edited by any user with rights to that menu selection.

  • All users can print a report regardless of who secured it.
  • The Report Name drop-down list on the Setup tab contains the user ID for the person who secured the report.
  • While working with report security, consider selecting the following options on the Options>Customize Workstation Settings - Preferences Tab:
    • Display Report Names with this User ID Only: If this check box is selected, and a report has been secured by another user, the report will not display in the Report Name drop-down list on the Setup tab. However, it appears on the Find form.
    • Default "Do Not Allow Changes to this Report" to Checked: When creating a new report, if you always want the Do Not Allow Changes to this Report check box to be selected on the Reports>All Reports>Security tab, select this check box.