Edit the restrictions of a report

To choose who can retrieve a report, the report can be restricted:

  • By setting user privileges; only employees with these user privileges can view the report.
  • By adding employees. Only employees who have the user privileges AND are added to the list of employees can retrieve the report.
  • If no user privileges are listed, only employee restrictions apply.
  • If no employees are listed, only the restrictions of user privileges apply.
  • If there are no restrictions, the report is available for everyone who is able to retrieve the relevant element.
  1. Select Reports > Report Manager in the menu bar.
  2. In the drop-down menu Context select the path where the file is stored.
  3. Do one of the following:
    • Select the report and click Edit Restrictions .
    • Right-click the report and choose Edit Restrictions in the shortcut menu.
  4. Click Add Privilege in the option group Restrict report to the following privileges of the dialog box Wizard Edit Restrictions.
  5. Select one or more privileges.
  6. Click Finish.
  7. Click Add Employee in the option group Restrict report to the following employees.
  8. Select one or more employees.
  9. Click Finish.
  10. Click Finish.
    The icon will appear in the line of the report with the restrictions.
  11. Click Finish.