Organize and Authorize Reports

This article will help you organize and authorize report templates and groups.
Note: The Groups in Report Manager, where report templates are stored, are represented by folders .

To perform the following procedures, open the Report Manager.

Organize Reports

1. Click [My Reports] on the toolbar, then select Organize.
2. Choose one of the following:
   • To Add a Group, click New Group and enter a name. Optionally type a description for a Group or a Report in the Description box below.
   • To Rename a group, select it and click Rename.
   • To Move a Report, select and drag it from one Group to another.
   • To Delete a Group or a Report, select one and click Delete, then click Yes when prompted.
     WARNING! If you delete a report template, it will be deleted from the database and permanently disappear from the reports list.
3. To save your changes in the Organize Reports window, click Close.

Authorize Reports

You have the option to restrict access per user to report group (folder) from the Access Manager.
Note: By default, the new users, who were allowed access to the reports module, will be assigned access to all existing report groups.

1. Click [Options] on the toolbar, then select Report Access.
2. Select a username from the pane on your left.
   • To modify permission settings to the Report Manager, check or clear the box next available privilege in Permissions section.
   • To authorize access to folders, check or clear the box next to folder name in the Report Access table.
3. Close Access Management window.