Appendix G - Instructions for Report Security

• A Report is secured by assigning a user to it via the Permissions button
• Only  the “Super”  User ID can use (i.e., see) the Permissions button
• Once a User ID is assigned to a report, only the user(s) assigned to that report may use it
• Note 1:  Super can always access the report, but no other User ID can unless specifically assigned
• Note 2:  Can use Permissions button in conjunction with the Favorites option to further restrict access to a particular report   
• For example, assign Super to a report; now only Super can use the report
• Use Favorites button to add report to favorites list
• Go to the report on favorites list and use Permission button to assign user accounts to the report
• Now assigned users may use that report, but only from the favorites area
• Can use the favorites area to customize the settings on the report so the User ID assigned can only view info based on the settings that are assigned
• For example, if you have several offices and an office manager or secretary in each with their own User ID:
• Assign Super to the report
• Customize (i.e., filter) the report to only show the office 1 data on the report
• Add report to favorites
• Go to favorites, select report and click Permissions button
• Add office Mgr 1 User ID to the new report
• Place check in Office selection box to lock the selector field
• Now only the Office Mgr 1 User ID can access report and it can only see office one’s info
• Go back to original report
• Customize (i.e., filter) the report to only show the office 2 data on the report
• Add report to favorites
• Go to favorites, select report and click Permissions button 
• Add office Mgr 2 User ID to this new report
• Place check in Office selection box to lock the selector field
• Now only the Office Mgr 2 User ID can access report and it can only see office two’s info
• Note 3:  There will be a copy of each report under favorites for each office manager
• Note 4:  User ID’s will only see reports assigned to their ID under the favorites report menu
• Note 5:  Reports can be setup to automatically open when a particular User ID logs into Pro Gold XP
• Assign report to Favorites
• Go to Favorites, select report and click Permissions button
• Add User ID to the new report
• Place check in Popup box
• Enter number of days in Frequency field (0 for each time program is opened)
• Enter date to start popup in the Next Pop field