How To Restrict Access to a Report

Owned by Paul Hitchcock
Oct 07, 2020
1 min read

If a report has one or more Employee Restrictions added then only those employees listed can run the report. See steps below for Adding and Removing Employee Restrictions.

You can also restrict users from running reports by locating the reports on forms that the user does not have access to. For example if a user does not have access to the Project Cost form then they cannot run any of the reports on that form.

Add Employee Restrictions

  1. Open Settings-->Custom Reports

  2. Right-click on a Report and click Add Employee Restriction

  3. Select an Employee from the list and click OK

Remove Employee Restrictions

  1. Open Settings-->Custom Reports

  2. Expand the Report by clicking the plus sign left of the report name

  3. Expand the folder under the report titled Restricted To

  4. Right-click an Employee in the folder and click Remove Employee

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