Permissions for individual reports differ from those for the Report Manager. The Report Manager adds, edits, and deletes reports from each application’s menu. You can find these permissions in the task list for each application. For instance, to permit a role to use the report manager for Accounts Payable, check the Reports box under the Accounts Payable task section.

 NOTE: This procedure requires a user with the Security Administrator role, ODBC Read/Write, and SQL Data access  

Select individual reports to assign to multiple roles

1. Log in to Sage Desktop and open Security Administration.
2. In the Security Permissions by Type area, select Tasks.
3. 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.
4. Select the check box next to the roles to give access to the report or inquiry.  NOTE: Click the role name to see a list of users assigned to a role. 
5. Modify the required roles and select Save Changes.
6. Have users log out and log back in.

Select multiple reports to assign to a role

1. Login to Sage Desktop and open Security Administration.
2. Select Role Setup.
3. In the Role Setup window, select a Role to modify.
4. Expand (click the + sign) the Tasks list, then expand Reports and Inquiries.
5. Select the check box next to any reports or inquiries you wish to assign to that role.
6. Click Save Changes.
7. Have users log out and back in.

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