# Report Security

# Report Security

<span class="ts10">Video training manual 2016 - </span>[Click Here](https://vimeo.com/357001007)

<span class="ts15">System Configuration&gt; </span><span class="ts15">Security</span><span class="ts15">&gt; </span><span class="ts15">Report Security</span>

<span class="ts0">This </span><span class="ts0">i</span><span class="ts0">s where the permissions for reports are set</span>

<table border="1" id="bkmrk-on-the-permissions-b" style="border-collapse: collapse; width: 82.2222%;"><colgroup><col style="width: 28.5619%;"></col><col style="width: 71.408%;"></col></colgroup><tbody><tr><td><span class="ts0">On the permissions button</span></td><td><span class="ts0">You will allo</span><span class="ts0">w</span><span class="ts0"> or </span><span class="ts0">restrict</span><span class="ts0"> certain user roles to access certain reports</span><span class="ts0">.</span></td></tr></tbody></table>

<span class="ts0">Click on Permissions button.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2670).png)

<table border="1" id="bkmrk-search-to-search-by-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 19.7747%;"></col><col style="width: 80.2006%;"></col></colgroup><tbody><tr><td><span class="ts0">Search</span></td><td><span class="ts0">To search by selected criteria: User Role, Category and Report Description.</span></td></tr><tr><td><span class="ts0">User Role</span></td><td><span class="ts0">The security role of the user where the administrator will select which reports the user has access to.</span></td></tr><tr><td><span class="ts0">Select All</span></td><td><span class="ts0">Selects all reports</span></td></tr><tr><td><span class="ts0">Unselect All</span></td><td><span class="ts0">Unselects all reports</span></td></tr><tr><td><span class="ts0">Add Security Role</span></td><td><span class="ts0">Allows the administrator to create a new security permissions role for a particular user/ group of users.</span></td></tr><tr><td><span class="ts0">Print</span></td><td><span class="ts0">Allows the administrator to print the role list</span></td></tr></tbody></table>

<span class="ts0">The Administrator will have an option to print All reports, print only the selected reports or to group the reports by selected on top</span>

# Reports

The system has many reports broken down into categories.

The main categories are as follows:

<table border="1" id="bkmrk-auditors-reports-cre" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 27.963%;"></col><col style="width: 72.1606%;"></col></colgroup><tbody><tr><td>**Auditors Reports**</td><td>  
</td></tr><tr><td>**Creditors**</td><td>  
</td></tr><tr><td>**CRM**</td><td>  
</td></tr><tr><td>**Debtors**</td><td>  
</td></tr><tr><td>**Financial Reports**

</td><td>  
</td></tr><tr><td>**Favourites**</td><td>  
</td></tr><tr><td>**General Ledger**</td><td> </td></tr><tr><td>**General**</td><td>  
</td></tr><tr><td>**Inventory**</td><td>  
</td></tr><tr><td>**Job Costing**</td><td>  
</td></tr><tr><td>**Lab**</td><td>  
</td></tr><tr><td>**Serial Numbers**</td><td>  
</td></tr><tr><td>**Assets**</td><td>  
</td></tr><tr><td>**VAT / GST**</td><td>  
</td></tr></tbody></table>

# 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

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(814).png)

**<span class="ts11">Add report</span>**

<span class="ts7">This form is used to insert or maintain existing reports.</span>

<table border="1" id="bkmrk-category-enter-the-c" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.5679%;"></col><col style="width: 81.5309%;"></col></colgroup><tbody><tr><td><span class="ts7">Category</span></td><td><span class="ts7">enter the category that the report falls under</span></td></tr><tr><td><span class="ts7">Description</span></td><td><span class="ts7">enter the description of the report</span></td></tr><tr><td><span class="ts7">File Name</span></td><td><span class="ts7">enter the file name, the height and the Width.</span></td></tr><tr><td><span class="ts7">Note</span></td><td><span class="ts7">a note could describe what the report is about the save the changes made to the report.</span></td></tr></tbody></table>

**<span class="ts11">Edit report</span>**

<span class="ts7">This form is used to insert or maintain existing reports.</span>

<span class="ts7">[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/9Chimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/9Chimage.png)</span>

<table border="1" id="bkmrk-category-enter-the-c-1" style="border-collapse: collapse; width: 100%; height: 120.4px;"><colgroup><col style="width: 18.6914%;"></col><col style="width: 81.4075%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;"><span class="ts7">Category</span></td><td style="height: 29.6px;"><span class="ts7">enter the category that the report falls under</span></td></tr><tr style="height: 31.6px;"><td style="height: 31.6px;"><span class="ts7">Description</span></td><td style="height: 31.6px;"><span class="ts7">enter the description of the report</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;"><span class="ts7">File Name</span></td><td style="height: 29.6px;"><span class="ts7">enter the file name, the height and the Width.</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;"><span class="ts7">Note</span></td><td style="height: 29.6px;"><span class="ts7">a note could describe what the report is about the save the changes made to the report.</span></td></tr></tbody></table>

**<span class="ts11">Delete Report</span>**

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(815).png)