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Cartegraph Campus

Reports Security

Reports Page

  • The ability to run and create reports in the Reports page is based on Report permissions in Security Assignments and Command Permissions.
  • The Command Permission must be set to Allow for the associated recordset to display in the page, including its reports. For example, if a role does not have Run Reports permissions for Tasks, the Reports page does not have a section for Task reports.
  • If the user account Role has permission to run reports but does not have permission to Create reports, the Create button displays, but the associated recordset is not visible in the Type field.

Reports Menu

  • The Reports menu on List and Detail view are based on Report permissions in Security Assignments and Command Permissions.
  • The Command Permission must be set to Allow for the Reports menu to display. For example, if a role does not have Run Reports permissions for Tasks, the Reports menu is removed from the Task List and Detail view.
  • If the user account Role has permission to Run Reports but does not have permission to Create reports, the Reports menu displays but the Create command does not display on the menu.

Scenario Reports

You must have a Cartegraph OMS advanced feature extension to access this feature.

  • Scenario Builder Reports do not have a separate security setting.
  • If the user account Role has Scenario Builder permission set to True, and the Global Command Run Reports set to Allow or Custom, then Scenario Reports are available with full create, update, and delete permissions.
  • If the user account Role has either Scenario Builder permission set to False, or the Global Command Run Reports set to Deny, then Scenario Reports are not available.

 

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