Reports fall into two major categories, Public reports and Personal reports.
Public reports appear on the Query screen underneath the section entitled Public reports while Personal reports appear in the My Reports section. There is a sub-division of Public reports whereby reports can be made public across one or more user roles.
For each type of report, there are three separate security permission keys. In total, this allows each report type to have its security permissions set for each role. The keys are:
| Personal Key | Public Key | User Role Key |
| SR_PERSONAL_AGING | SR_PUBLIC_AGING | SR_USERROLE_AGING |
| SR_PERSONAL_CALENDAR | SR_PUBLIC_CALENDAR | SR_USERROLE_CALENDAR |
| SR_PERSONAL_CHART | SR_PUBLIC_CHART | SR_USERROLE_CHART |
| SR_PERSONAL_COLUMN_REPORT | SR_PUBLIC_COLUMN_REPORT | SR_USERROLE_COLUMN_REPORT |
| SR_PERSONAL_CONTAINER | SR_PUBLIC_CONTAINER | SR_USERROLE_CONTAINER |
| SR_PERSONAL_DASHBOARD_REPORT | SR_PUBLIC_DASHBOARD_REPORT | SR_USERROLE_DASHBOARD_REPORT |
| SR_PERSONAL_LINKED_REPORT | SR_PUBLIC_LINKED_REPORT | SR_USERROLE_LINKED_REPORT |
| SR_PERSONAL_MATRIX | SR_PUBLIC_MATRIX | SR_USERROLE_MATRIX |
| SR_PERSONAL_PAGE_LAYOUT | SR_PUBLIC_PAGE_LAYOUT | SR_USERROLE_PAGE_LAYOUT |
| SR_PERSONAL_PLANNING | SR_PUBLIC_PLANNING | SR_USERROLE_PLANNING |
| SR_PERSONAL_SUMMARY_REPORT | SR_PUBLIC_SUMMARY_REPORT | SR_USERROLE_SUMMARY_REPORT |
If a user role has read permission, then the reports are visible on the query list, and the user role may run the report. If a user role has write permission, then the user role may save or overwrite reports of the type.
The section of the window Visibility of Report is present if you can save the report for different roles, i.e. you have permission to the SR_USERROLE_xxx permission key. You can save the report for all user roles or you can select multiple roles from the list, and only these roles will have the abilirt to access the report.
Within the Existing Folders section, you can select the My Reports section to save the report for your personal use. This requires permission to the SR_PERSONAL_xxx permission key. If you want to save the report within an existing personal folder, select that folder.
Within the Existing Folders section, you can select the Public Reports section to save the report for public use or for use across one or more user roles. This requires permission to the SR_PUBLIC_xxx or SR_USERROLE_xxx permission key. If you want to save the report within an existing public folder, select that folder.
To create a new subfolder within the My Reports section, select My Reports and then enter the name of the new folder in the bottom field. To create a new subfolder within the Public Reports section, select Public Reports and then enter the name of the new folder in the bottom field.
