Report Security Maintenance

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Use this form to group reports to ease the selection process using WebView, and also to add another level of security in terms of which users can see which report groups.

It also enables you to specify whether users can have reports emailed to them, works with the user setting for attaching Excel spreadsheets, PDFs, or URL links to an email.

Code

Enter a name for the report group, up to 30 alphanumeric characters long.

Description

Enter an extended description for the report group.

Reports

Use this form to select reports to be included in the group.

All Reports

Select this option to include all reports in the group.

Available Reports

This section lists all the reports that have been set up using Report Maintenance. Highlight the reports you want to select and use the arrow buttons to move them across into the Selected Reports list.

Selected Reports

This section lists the reports you have selected to be included in the group.

Users

Use this form to select the users who are allowed access to the report group in Greentree and on the web.

All Users

Select this option to enable all users access to the report group.

Available Users

This section lists all the WebView users. Highlight the users to select and use the arrow buttons to move them across into the Selected Users list.

Selected Users

This section lists the users you have allowed to access the report group.

Email Recipients

The form displays all users have been setup in user preferences to enable Financial Reports to be received by email.

The user displays in red if they do not have an email address entered.

For each user, select which companies they will receive reports for. They will receive all reports within the Report security group.

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