Setting Access Control for Reports

Report controls global access to report formatting commands.

  To select reports access options:

  1. From any view, select File .then File Management and then Access Control

  2. Select Report.

  3. In User Group, select a user group to display its settings.

  4. Select Global Permissions options:

    • Default Number Format

      Selected—enables changing number formats in reports.

      Deselected—restricts.

    • Load Default Reports

      Selected—enables restoring original report layouts.

      Deselected—restricts.

    • Add Reports

      Selected—enables adding freestyle reports.

      Deselected—restricts.

    • Move Reports

      Selected—enables changing the report list order.

      Deselected—restricts.

  5. Select reports and permissions in the report-specific permissions table:

    • Can Edit

      Selected—enables adding accounts, removing accounts, and formatting cells in reports.

      Deselected—restricts.

    • Can Hide/Unhide

      Selected—enables hiding and concealing reports

      Deselected—restricts.

    • Can Rename

      Selected—enables renaming reports.

      Deselected—restricts.

    • Can Protect

      Selected—enables locking cells from editing.

      Deselected—restricts.

  6. Click OK.