Defining Report Security

To define report security, you assign reports of a selected type to a group (see Adding Report Groups). Next, you assign the report group to a role. The role has access to all reports in the groups at execution time.

To add report level security:

  1. On the Setup tab, under Configure, select Security Settings.
  2. In Role, select the role to which to assign the report security.

    A list of roles is described in Table 1-11.

  3. Select the Report tab.
  4. In Report Group, select the report group to which to assign report security.
  5. Click Save.