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 |
| SR_PERSONAL_TASKBOARD | SR_PUBLIC_TASKBOARD | SR_USERROLE_TASKBOARD |
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.
Other report and query permissions which can be used are:
| Permission Key | Purpose |
| SR_ALLOW_ADVANCED_QUERIES | When this setting is YES, the user role can create, edit, save, delete and execute reports composed with the Advanced Query option. When this is set to NO, reports composed with Advanced Query may only be run, and only if the user role has permission to the appropriate SR_PUBLIC_REPORT, SR_PERSONAL_REPORT and SR_USERROLE permission keys |
| SR_ALLOW_EXPANDED_QUERIES | When the user role has read access to this key, the users can switch between condensed and expanded queries. When this key is set to no access, the users will only be able to create queries with the condensed mode and will not be able to switch into the expanded mode |
| SR_ALLOW_HIERARCHY_REPORTS | Write permission to this key allows the user the ability to create reports that use hierarchical filters |
| SR_DASHBOARD_ON_HOME_PAGE | This permission key is controlled by user custom code. When this is set for Read permission for a role, then a dashboard report inserted by user custom code will appear on the Home page of the user |
| SR_FILTER_BUTTON | Grant access to the filter button used to change report filters. |
| SR_KB_ON_HOME_PAGE | Read permission to this key will allow the user role to view and use the knowledgebase search box on the Home Page |
| SR_MENUBAR_REPORTS | If the user has permission to this security key, then they will see and be able to run any report from the menubar at the top of the screen |
| SR_REPORT_GROUP | Write permission to this key allows the user role to share reports |
| SR_REPORT_SCHEDULE | Write permission to this key allows the user role to use the report scheduler |
| SR_SET_HOME_PAGE_REPORTS | Read access to this key allows the user to select and set their Home Page reports |
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.
