SS> Maintenance > Reporting Role

Reporting Role Maintenance

 

Summary

 

The Reporting Role Maintenance window is used to create and maintain the reporting roles that will be used to apply organizational security to Ad-Hoc Reporting. The Ad-Hoc reports the user will be able to access will be determined by which database tables are assigned to that user's reporting role. In order to launch Ad-Hoc Reporting, a user must be assigned a reporting role first.

Related Links

 

Click here for information on Ad-Hoc Reporting.

Click here for information on User Maintenance.

 

Step by Step

 

1     View the existing Reporting Roles. 

 

  • Open the Reporting Roles window (SS> Maintenance> Reporting Roles).
  • The Reporting Roles Selection window displays all of the reporting roles that have been created in the application.
  • Highlight a reporting role and click the Delete icon or press DELETE to delete the selected record.
    • Reporting roles cannot be deleted if they are associated with a user.
  • Highlight a reporting role and click the Modify icon or press ENTER to maintain the selected record.
  • Highlight a reporting role and click the Copy icon to create a renamed copy of the reporting role.
  • Click the Create icon or press INSERT to create a new reporting role. This will open the Reporting Role Maintenance window.

 

2     Create or modify a Reporting Roll. 

 

  • The Code field is used to specify a unique code for the reporting role.
    • The Code field is limited to 20 alphanumeric characters.
  • The Description field is used to specify a description for the reporting role.
    • The Description field is limited to 100 alphanumeric characters.
  • The Report Writer toggle is used to enable ad-hoc report writing functionality for the reporting role.
    • Users assigned to reporting roles set up as Report Writers will be able to create and edit their own ad-hoc reports. Those reports will be limited to the data accessible through the database tables associated with the reporting role on the Tables tab.
    • Users assigned to reporting roles NOT set up as Report Writers will only be able to read ad-hoc reports that are shared with the reporting role they are assigned to. Ad-hoc reports are shared on the Misc tab of the Ad-Hoc Reporting Edit tool.
  • The Users tab is used to assign users to the reporting role.
    • Click the Create icon to attach a user to the reporting role. This will open the User Selection window.
    • Highlight a user and click the Confirm icon to attach the selected user to the reporting role.
      • Users can be removed from a reporting role by highlighting a user and clicking the Delete icon . All users must be removed from a reporting role before that reporting role can be deleted on the Reporting Role Selection window.
    • Users can only be assigned to one reporting role. If you attempt to assign a user to a reporting role and that user is already assigned to another reporting role, you will be unable to save.
    • Users can also be assigned to a reporting role on the User Maintenance window (SS> Security> User Maintenance). Click here for information on User Maintenance.
  • The Tables tab is used to specify which application database tables will be accessible to the role.
    • All application data is stored in database tables. In order to include data in an ad-hoc report, the reporting role creating that report will need access to the database table that includes that data. This is where that access is granted.
    • If no tables are selected, the reporting role will have access to ALL database tables in the application.
    • If one or more tables are selected, the reporting role will have access to ONLY those database tables added to the Tables tab.
    • Click the Create icon to attach a database table to the reporting role. This will open the Table Selection window.
    • Highlight a table and click the Confirm icon to attach the selected table to the reporting role.
    • NOTE: Granting access to a database table in the Reporting Role Maintenance window does not override database security set up on the DB Security window. For example, a user can be set up with NO ACCESS to the ap_invoice database table on the DB Security window. That user will not be able to access ap_invoice data in the application. However, if that user is added to a reporting role that has access to the ap_invoice database table, that user will be able to create ad-hoc reports that include ap_invoice data.
  • The Sharing tab displays the ad-hoc reports that have been shared with the reporting role.
    • Ad-hoc reports are shared on the Misc tab of the Ad-Hoc Reporting Edit tool.
  • Once the updates are complete, click the Save icon to save the reporting role.