Controlling what Users can Access
67
Report Permissions
The Reports tab allows you to grant access to report features. These permissions are available under the
heading Reports.
There are also individual permissions for each of the reports existing in the system, organized by the report
folders. These permissions control whether the user has access to run the reports.
Action
Description
Reporting functions
Can View All Report
Data
If this option is enabled in a permission profile, for any reports enabled within
the same permission profile, the report shows data at the All Report Data
access level. This means all applicable data is available, unless limited by the
user's department assignments whenhierarchy filtering is enabled.
For users with this permission, this level of access will also apply to any private
reports created directly from a template. (Private reports created by saving an
existing report will inherit the access level applied to the existing report.)
Allow Entry of arbitrary e-
mail address for reports
Send e-mail versions of reports to addresses other than the user's external or
internal address. When enabled, the Other e-mail address field displays on the
E-mail Report pop-up window and in the Add/Edit Report Schedule page.
Add/Delete Report
Schedules
Add, edit, and delete report schedules for automatically generating and e-
mailing reports. Each user will only be able to view, edit, and delete schedules
that they "own" (schedules that they created).
Add Public Reports
The user can:
Create new reports using report templates, and save them as reports
that anyone with the appropriate permissions can access. The per-
missions for which the report will be enabled are specified when add-
ing the report.
When theEdit Report Settings permission is also enabled, custom-
ize existing reports and, if desired, save the customizations as new
reports that anyone with the appropriate permissions can access
Add and edit folders used to organize the reports
Delete Public Report
Delete public reports. When enabled, the user can also delete the folders used
to organize the reports.
Add/Delete Private
Report
The user can customize existing reports and save the customizations as new
reports that only the user can access. The user can also delete any private
reports accessible to them.
Edit Report Settings
The user can edit the report, which changes how the report data is displayed
for that user alone. If the Add Public Reports option is also enabled, the user
can also edit the report for all users. By disabling this permission, the user
cannot edit which fields are shown in a report, thus controlling who has access
to sensitive data such as financial information.
Show billable rates and
amounts
The user can view billable rates and amounts in reports. Requires Time &
Attendance Edition license.
Show billable hours
The user can view billable hours in reports. Requires Project & Billing Edition
license.