Report Data Access Profiles

Report Data Access Profiles define who can access a report. You can create, edit, or delete a Report Data Access Profile.

Create a Report Data Access Profile

  1. Go to Main Menu > Administration > Application Setup > Access Profiles > Data Access Profiles > Reports.
  2. Click Tap New
  3. Enter the name of the profile and optionally enter a description.
  4. Select the reports that people with this Report Data Access Profile can access.
  5. If necessary, click tap Re-order Selection to change the order in which the reports appear.
  6. Click Save.

Edit a Report Data Access Profile

  1. Go to Main Menu > Administration > Application Setup > Access Profiles > Data Access Profiles > Reports.
  2. Select the appropriate Report Data Access Profile from the list and click tap Edit
  3. Indicate where your edits will be saved: everywhere this Report Data Access Profile is used or create a new Report Data Access Profile.
  4. Select the reports that people with this Report Data Access Profile can access.
  5. If necessary, click tap Re-order Selection to change the order in which the reports appear.

Delete a Report Data Access Profile

Select a Report Data Access Profile from the list and click tap Delete