All Modules

Report Publisher

Summary

The Report Publisher feature is used to create customized versions of reports that are on the Reports palette of each module and then save those reports to a separate palette. This allows you to create reports for specific users or control access to filter options that are on report windows (for example, remove the option to print social security numbers on reports).

Open a report window from the Reports palette of any module in the application. When you click the Report Publisher icon , you enable the Report Publishing feature. The Report Publisher feature allows you to disable the fields, set options in the window and then save those options as a report on a custom published reports palette. You can restrict access to the Reports palette using the Menu Security feature but grant access to the custom published reports palette which, combined with the functionality of the Report Publishing feature, allows you to grant access to reports but restrict the information that can be viewed on those reports. For example, you can open the Quarterly Wage report window (PR> Reports> Quarterly Wage) and then use the Report Publishing feature to select Do Not Print in the SSN Option field to disable the field. This will create a report on the published reports palette that allows users to generate a Quarterly Wage Report, but they will not be able to add the social security numbers of employees to the report.

When a new report is created using the Report Publisher feature, the report will inherit the security defined on the System Setup window (SS> Utilities> System Setup> System tab> Default Menu Security drop-down menu). When the Default Menu Security defined on the System Setup window is added to the Default user group, the user group that is automatically attached to all of the users in the application. For example, if the default menu security is set up as No Access, users will not have access to new Report Publisher reports unless you manually grant them access to the report using the Menu Security feature (SS> Maintenance> Menu Security). Click here for information on the System Setup window. The user that creates the report will automatically be granted full access at the user level.

You can set up menu level security on the published reports palette reports once they have been created using the Menu Security feature (SS> Maintenance> Menu Security). Click here for information on the Menu Security feature.

Click here for information on Report Publishing Maintenance.

Step by Step

2 Create a published report.

Click the Publish Report icon to specify the target location and name for the new published report.

Select the Sub System where the published report will be saved.
- You are not required to publish the report to the same module that the original report is found in.
Select the Menu Group that will display the published report. This menu group will display as a palette menu when the module specified above is accessed.
- Each module will include a menu group title "Published Reports". If you would like to create a new menu group or rename an existing one, open the Report Publishing Maintenance window (SS> Maintenance> Report Publishing) and make the desired changes. Click here for information on Report Publishing Maintenance.
- You can use the Menu Editor feature (SS> Maintenance> Menu Security) to limit access to the reports on the selected published reports palette. Click here for information on the Menu Security feature.
The Report Name field is used to enter a name for a new report. The name will display on the menu group palette as the title of the report.
- This field is limited to 36 alphanumeric characters.

Select how the report will be filtered. This includes entering information into any of the filter fields, or checking toggles to include or remove information from the report.
Select which fields you would like users to have access to by changing the icons next to the fields.

The Read Only icon will display next to each field in the window. This means the fields will not be enabled for users of the report. For example, if the Read Only icon is next to the SSN Option field on the Employee Master window (PR> Reports> Employee Master), users will not be able to change the selection in this field.
Click the Read Only icon and it will become an Edit icon . This means the user will be able to change the value in this field when they generate the published report.

Click the Cancel icon if you would like to exit Publishing Mode. This will return you to the standard report window.
Click the Save icon to publish the report to the specified module and palette.

Springbrook Software

Toll Free Support 866-777-0069