Report Security Rules

MS administrators can apply report security rules to reports when users view them in MSClient. The whole report is divided into two parts: "secure" areas of report which can only be seen by users with explicitly granted access rights (branch level) and "non-secure" areas which can be seen by all users who have access to the document type. Report-level security works in parallel with document-level security (security keywords).

Report Security rules allow sections of reports and report data to be hidden from user’s view unless access is allowed. By default, users will not have access to hidden sections of reports unless specifically allowed to access the rule (see Rule Rights).

Rules must be defined before reports are filed. If a rule is defined or redefined after reports are filed, a Re-index maintenance task must be performed on all affected reports.

All report security rules used in the system are listed on the Report Security page.

To display the Report Security page

To display the Report Security page

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

  2. Open a document type for editing by clicking its name.

  3. Click the Report Security tab.

The Report Security tab displays the list of report security rules assigned to a document type. Use this page to add, edit, or remove a rule from the list.