{"id":24105,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/report-query-permissions-1\/"},"modified":"2024-02-15T14:53:34","modified_gmt":"2024-02-15T22:53:34","slug":"report-query-permissions-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/report-query-permissions-1\/","title":{"rendered":"Report & Query Permissions"},"content":{"rendered":"

There are a variety of security permission keys that give a large degree of control over access to reports.  There are two principal groups of permission keys, providing overall control, and then control over individual report types.<\/p>\n

\n\tPermission Keys – Overall Control<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n\t\t\t\tPermission Key<\/td>\n\n\t\t\t\tPurpose<\/td>\n<\/tr>\n
\n\t\t\t\tSR_ALLOW_ADVANCED_QUERIES<\/td>\n\n\t\t\t\tWhen 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<\/td>\n<\/tr>\n
\n\t\t\t\tSR_ALLOW_EXPANDED_QUERIES<\/td>\n\n\t\t\t\tWhen 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<\/td>\n<\/tr>\n
\n\t\t\t\tSR_ALLOW_REPORTS_ACCESS<\/td>\n\n\t\t\t\tThis is a master switch for access to the ability for a user role to either create new reports, or to run existing reports.  Unless a user role has Read Access to this key, they are not permitted to undertake any reporting activity from the Reports screen<\/td>\n<\/tr>\n
\n\t\t\t\tSR_ALLOW_HIERARCHY_REPORTS<\/td>\n\n\t\t\t\tWrite permission to this key allows the user the ability to create reports that use hierarchical filters<\/td>\n<\/tr>\n
\n\t\t\t\tSR_DASHBOARD_ON_HOME_PAGE<\/td>\n\n\t\t\t\tThis 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<\/td>\n<\/tr>\n
\n\t\t\t\tSR_FILTER_BUTTON<\/td>\n\n\t\t\t\tGrant access to the filter button used to change report filters.<\/td>\n<\/tr>\n
\n\t\t\t\tSR_KB_ON_HOME_PAGE<\/td>\n\n\t\t\t\tRead permission to this key will allow the user role to view and use the knowledgebase search box on the Home Page<\/td>\n<\/tr>\n
\n\t\t\t\tSR_MENUBAR_REPORTS<\/td>\n\n\t\t\t\tIf 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<\/td>\n<\/tr>\n
\n\t\t\t\tSR_RELATIONSHIP_GROUP<\/td>\n\n\t\t\t\tThis key controls access to allow the user to group issues on column and Quicklist reports with the Group Issues button. Write access is needed to control this.<\/td>\n<\/tr>\n
\n\t\t\t\tSR_REPORT_GROUP<\/td>\n\n\t\t\t\tWrite permission to this key allows the user role to share reports<\/td>\n<\/tr>\n
\n\t\t\t\tSR_REPORT_REPOSITORY_ACCESS<\/td>\n\n\t\t\t\tThe user role requires write access to write to the repository from the report scheduler.  Read access is required to be able to view reports stored within the repository.  Write access also provides the ability to view and use the Manage Repository Folders<\/strong> feature. <\/td>\n<\/tr>\n
\n\t\t\t\tSR_REPORT_SCHEDULE<\/td>\n\n\t\t\t\tWrite permission to this key allows the user role to use the report scheduler<\/td>\n<\/tr>\n
\n\t\t\t\tSR_SET_HOME_PAGE_REPORTS<\/td>\n\n\t\t\t\tRead access to this key allows the user to select and set their Home Page reports<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\n\tPermission Keys – Individual Report Control<\/h3>\n

Reports fall into two major categories, Shared <\/b>reports and Personal<\/b> reports.<\/p>\n

Shared <\/b>reports appear on the Query screen underneath the section entitled Shared <\/b>reports while Personal<\/b> reports appear in the My Reports<\/b> section. There is a sub-division of Shared <\/b>reports whereby reports can be shared across one or more user roles.<\/p>\n

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:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n\t\t\t\tPersonal Key<\/td>\n\n\t\t\t\tShared Key<\/td>\n\n\t\t\t\tUser Role Key<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_AGING<\/td>\n\n\t\t\t\tSR_PUBLIC_AGING<\/td>\n\n\t\t\t\tSR_USERROLE_AGING<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_CALENDAR<\/td>\n\n\t\t\t\tSR_PUBLIC_CALENDAR<\/td>\n\n\t\t\t\tSR_USERROLE_CALENDAR<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_CHART<\/td>\n\n\t\t\t\tSR_PUBLIC_CHART<\/td>\n\n\t\t\t\tSR_USERROLE_CHART<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_COLUMN_REPORT<\/td>\n\n\t\t\t\tSR_PUBLIC_COLUMN_REPORT<\/td>\n\n\t\t\t\tSR_USERROLE_COLUMN_REPORT<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_CONTAINER<\/td>\n\n\t\t\t\tSR_PUBLIC_CONTAINER<\/td>\n\n\t\t\t\tSR_USERROLE_CONTAINER<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_DASHBOARD_REPORT<\/td>\n\n\t\t\t\tSR_PUBLIC_DASHBOARD_REPORT<\/td>\n\n\t\t\t\tSR_USERROLE_DASHBOARD_REPORT<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_GEOSPATIAL<\/td>\n\n\t\t\t\tSR_PUBLIC_GEOSPATIAL<\/td>\n\n\t\t\t\tSR_USERROLE_GEOSPATIAL<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_LINKED_REPORT<\/td>\n\n\t\t\t\tSR_PUBLIC_LINKED_REPORT<\/td>\n\n\t\t\t\tSR_USERROLE_LINKED_REPORT<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_MATRIX<\/td>\n\n\t\t\t\tSR_PUBLIC_MATRIX<\/td>\n\n\t\t\t\tSR_USERROLE_MATRIX<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_PAGE_LAYOUT<\/td>\n\n\t\t\t\tSR_PUBLIC_PAGE_LAYOUT<\/td>\n\n\t\t\t\tSR_USERROLE_PAGE_LAYOUT<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_PLANNING<\/td>\n\n\t\t\t\tSR_PUBLIC_PLANNING<\/td>\n\n\t\t\t\tSR_USERROLE_PLANNING<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_SUMMARY_REPORT<\/td>\n\n\t\t\t\tSR_PUBLIC_SUMMARY_REPORT<\/td>\n\n\t\t\t\tSR_USERROLE_SUMMARY_REPORT<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_TASKBOARD<\/td>\n\n\t\t\t\tSR_PUBLIC_TASKBOARD<\/td>\n\n\t\t\t\tSR_USERROLE_TASKBOARD<\/td>\n<\/tr>\n
\n\t\t\t\tSR_PERSONAL_TREEGRID<\/td>\n\n\t\t\t\tSR_PUBLIC_TREEGRID<\/td>\n\n\t\t\t\tSR_USERROLE-TREEGRID<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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.<\/p>\n

\n\tSaving Reports<\/h3>\n

<\/p>\n

The section of the window Visibility of Report<\/b> 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.<\/p>\n

Within the Existing Folders<\/b> section, you can select the My Reports<\/b> 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.<\/p>\n

Within the Existing Folders<\/b> section, you can select the Shared Reports<\/b> section to save the report for shared 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 shared folder, select that folder.<\/p>\n

To create a new subfolder within the My Reports<\/b> section, select My Reports<\/b> and then enter the name of the new folder in the bottom field. To create a new subfolder within the Shared Reports<\/b> section, select Shared Reports<\/b> and then enter the name of the new folder in the bottom field.<\/p>\n","protected":false},"excerpt":{"rendered":"

There are a variety of security permission keys that give a large degree of control over access to reports.  There are two principal groups of permission keys, providing overall control, and then control over individual report types. Permission Keys – Overall Control Permission Key Purpose SR_ALLOW_ADVANCED_QUERIES When this setting is YES, the user role can…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-24105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nReport & Query Permissions - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/report-query-permissions-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Report & Query Permissions - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"There are a variety of security permission keys that give a large degree of control over access to reports.  There are two principal groups of permission keys, providing overall control, and then control over individual report types. 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