Specifying Reports Masters for Groups

This section details how to specify which Report Masters are included in a Report Master Group - the examples included are for a Report Master Group for the Creditors module, but the functionality is the same for all Report Master Groups for all modules within Financials.

These are specified on the Report Master Group Security Maintenance form, which can be accessed by selecting the Financials Admin option on the Financials menu:

Then the Company Security menu option:

Then the CO Reports menu option:

Then the CO Report Master Group Security menu option:

The Report Master Group Security Maintenance form will open:

Add to the following fields:

• Company: Select the required Company from this drop-down field.  Normally only one option will be available.
• Module: Select the required module in Financials from this drop-down field, e.g. Creditors.
• Report Master Group: Select the required Report Master Group from this drop-down field.  The options in the drop-down field will be dependent on the option selected in the Module field detailed immediately above.

Click on the button.

A Report Master Grid will be displayed at the bottom of the form:

This Grid will display all the Report Masters for the module selected in the Module field.  The above example displays all the Report Masters for the Creditors module.

The following options are available on the Grid:

• Select the tick box in the Run Permission column on the Grid for each required Report Master.  The Users that are allocated this Report Master Group will have access to the Report Masters that have this tick box selected.

Alternatively where a substantial number is required, clicking on the  button will select all the tick boxes in the Run Permissions column for all the Report Masters in the Grid.  The tick boxes that are not required can then be deselected, where required.

• Select the tick box in the Modify Permissions column where you want to allow Users that are allocated this Report Master Group to change the fields as well as any parameters and criteria on the Report Styles associated with the selected Report Masters.

Alternatively where a substantial number is required clicking on the  button will select all the tick boxes in the Modify Permissions column for all the Report Master in the Grid.  The tick boxes that are not required can then be deselected, where required.

• Where tick boxes have been selected in the Run Permissions column and/or the Modify Permissions columns, clicking on the  button will deselect all the tick boxes, allowing you to start afresh.

Once the required options have been selected click on the  button to save the changes.

To add this Report Master Group to Users, click on the  button.  This is further detailed in the Adding a Report Master Group to Users section.

Alternatively adding a Report Master Group to an individual User can be done via the CO User Company Module Maintenance form.  This form is further detailed in the Adding a Report Master Group to a User section.