Understanding Reports Security

This topic describes the security for standard reports and custom reports in Account Reconciliation.

Standard (Predefined) Reports Security

A security clause is in all standard Reconciliation Compliance report queries. This means that the reports have a security filter enforced on these reports by default. For example, Power User security (established under Access Control), to allow access to certain profiles is enforced on reports. A Power User with access to only certain profiles can only see reports for those profiles/reconciliations.

Administrators can edit reports to give users access to that report using the Access tab in the Edit Report dialog. This ensures that if you allow users to see reports, they can only see data appropriate for them as determined by the Administrator.

The security clause is also part of the following Transaction Matching report queries:

  • Supported Transactions Report
  • Open Adjustments Report
  • Closed Adjustments Report
  • Reconciliation Status Report

Assigning User Access to Standard Reports

An Administrator can decide to give access to standard reports to various users. This is done by using the Access tab on the Edit Report dialog.

To grant users access to a report:

  • From Home, select Application, then Report Configuration.
  • From Reports, select the report you want, and from Actions, select Edit.
  • On the Edit Report dialog, under Access, you can use the Add (+) or Delete (X) to change the list of users who can access that report.
    Access Tab on Edit Report dialog
  • Then click Save or Save and Close.

Custom Reports Security

For custom reports, you can determine when you create your query whether you want to have a security clause inserted into the query and then assign access to the report to users. This means that the creator of the report determines who should be given access.