You can control access to favorite reports by individual role or for multiple roles. These settings work in conjunction with
Vision Reporting. You must use the Organize Favorite Reports dialog box to configure favorite reports before you assign favorite reports to one or more roles.
To select the favorite reports that a role can access, complete the following steps:
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On the Roles form, click the Access Rights tab.
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From the
Functional Area drop-down list, select
Favorite Reports.
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Select a report type and use the
Add and
Remove buttons to move fields between the
Available Favorites and
Favorites for this Role columns, or select
Full access to all reports.
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Decide whether or not a favorite report will be available to all roles:
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If you want a favorite report to be available to all roles, select the report from the
Available Favorites column and click
Make items global to all roles. This report will be listed in the
Favorites for this Role column for all
Vision roles, with a
Y in the
Global column, to indicate that it is a global assignment.
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If you want a global report to no longer be global, select the report that you want to remove, and click
Make global items role specific. When asked to confirm the change, click
Yes. This report remains listed in the
Favorites for this Role column for the current role, but has an
N in the
Global column, to indicate that it is not a global assignment.
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Click
Save.