Report Security

Report Security

Video training manual 2016 - Click Here

System Configuration> Security> Report Security

This is where the permissions for reports are set

On the permissions button You will allow or restrict certain user roles to access certain reports.

Click on Permissions button.

 

Search To search by selected criteria: User Role, Category and Report Description.
User Role The security role of the user where the administrator will select which reports the user has access to.
Select All Selects all reports
Unselect All Unselects all reports
Add Security Role Allows the administrator to create a new security permissions role for a particular user/ group of users.
Print Allows the administrator to print the role list

The Administrator will have an option to print All reports, print only the selected reports or to group the reports by selected on top

Reports

The system has many reports broken down into categories.

The main categories are as follows:

Auditors Reports
Creditors
CRM
Debtors

Financial Reports


Favourites
General Ledger  
General
Inventory
Job Costing
Lab
Serial Numbers
Assets
VAT / GST

User Reports Maintenance

Maintaining and adding new reports.

This can only be done by Huge Software developers

It is a function to add in new reports and define what the report is all about

Add report

This form is used to insert or maintain existing reports.

Category enter the category that the report falls under
Description enter the description of the report
File Name enter the file name, the height and the Width.
Note a note could describe what the report is about the save the changes made to the report.

Edit report

This form is used to insert or maintain existing reports.

image.png

Category enter the category that the report falls under
Description enter the description of the report
File Name enter the file name, the height and the Width.
Note a note could describe what the report is about the save the changes made to the report.

Delete Report