Configuring Report Security

Configuring report security enables users to run reports in the system. Even with proper screen security, users will not be able to access reports unless their assigned Security Role has been granted report security. For example, a user may have full access to the Security module, but without report security, they will not be able to access any security reports. Additionally, if you have an attendance secretary with full access to the Attendance module, the secretary will not have access to any attendance reports until their role has been granted report security. Super users do not require report security, as they can see all reports by default.
Even if a module is assigned to a report, users will still be unable to access that report. In order for users to have access, the report must be assigned to a Security Role. Since a security role is attached to a security group, all users assigned to the Security Group will obtain access to the report. Users will be able to run the report by accessing the portal and module assigned to the report. For example, if the report is assigned to the Administrative Access portal and the Demographics module, the report would be run by navigating to Menu > Administrative > Demographics and then selecting the report under the Reports heading in the menu for the Demographics module.

Scroll past the video to access the step-by-step instructions.

Before you begin

  • The report you are configuring security for must be published.

Audio Transcript

Configuring report security enables users to run reports in the system. To begin, we can head to the Security Role feature within the Security module. We can then open our security role we wish to assign report security to. We can then select the Report Security tab and click the Select Reports option. Let’s identify any reports we wish to attach to the role by searching under the Available Reports header. Once we locate the report we wish to assign security access to, we can click the green plus next to that report. Any reports we have chosen to add to the role will display on the right side under Selected Reports. We can add as many reports as desired. Once all reports are selected, we’ll go ahead and select Save. We can then see the reports attached to this security role. Now that you know how to configure report security, setting up security for your reports can be quick and efficient.

Configuring report security enables users to run reports in the system. To begin, we can head to the Security Role feature within the Security module. We can then open our security role we wish to assign report security to. We can then select the Report Security tab and click the Select Reports option. Let’s identify any reports we wish to attach to the role by searching under the Available Reports header. Once we locate the report we wish to assign security access to, we can click the green plus next to that report. Any reports we have chosen to add to the role will display on the right side under Selected Reports. We can add as many reports as desired. Once all reports are selected, we’ll go ahead and select Save. We can then see the reports attached to this security role. Now that you know how to configure report security, setting up security for your reports can be quick and efficient.



  1. Select Menu > Administrative Access > Security.
  2. Select Security Role under Features.
  3. Click the Open icon to the left of the Security Role you wish to add a report to.
  4. Select the Report Security tab at the left of the screen.
  5. Click Select Reports near the top right of the screen.
  6. Under the Available Reports heading, click the Plus Sign icon to the left of the desired report that you wish to assign to the security role.
  7. Click Save near the top left of the screen to save your work.

Result(s)

For more detailed information, please refer to the "Configuring Report Security" article in the Help Center.