Note: Permissions to see individual reports are separate from the Report Manager. Report Manager enables you to add, edit and delete reports from reports menus for each application. You can find these permissions on the task list for each application. For example, to give permission to a role to use the report manager for Accounts Payable, select the checkbox for Reports under the Accounts Payable task section.

1. Log in to Sage Desktop as a user with the Security Administrator role.
2. To access security:
   • Versions 16.1 and later: Options, Security Administration
   • Versions 15.1 and older: Tools, Security Administration
3. Select an option from below:
   • Option 1 - Select individual reports to assign to multiple roles:
     1. In the Security Permissions by Type area, select Tasks.
     2. From the Tasks list, select Reports and Inquiries.
        • To add a report, select Reports, [Application] Reports and select the report.
        • To add an inquiry, select Inquiries, [Application] Inquiries and select the inquiry.
     3. Select the check box next to the roles that should have access to the report or inquiry.
        Note: To see a list of users assigned to a role, click the role name.
     4. Modify the required roles and select Save Changes.
     5. Have users log out and log back in.
   • Option 2 - Select multiple reports to assign to a role:
     1. Select Role Setup.
     2. In the Role Setup window, select a Role to modify.
     3. Expand (click the + sign) the Tasks list, then expand Reports and Inquiries.
     4. Select the check box next to any reports or inquiries you wish to assign to that role.
     5. Click Save Changes.
     6. Have users log out and back in.

[BCB:156:Chat 300 CRE US:ECB]

How do I save, add, and print a report design?