Based on your company's setup and structure, you can limit the access to report data. You can restrict access to information based on fields on a report, entire sources, data item groups, or individual data items.
Note: If you add users to a forward list for a report, this does not restrict access. Granting access through a forward list gives an assigned user permission to access the report through Eclipse Reports. This permission includes viewing and editing data on the report.
We recommend using your current authorization keys set up in your system to be consistent with your user permission structure. By using current authorization keys, you can ensure that users who normally have permission to view certain data, such as costing, continue to be the only ones allowed to add that kind of data to a report. You can also create user-defined authorization keys to set up specific permissions for reporting only, if necessary.
Note: For information about setting up user-defined authorization, launch the online help from Eclipse and see Creating User-Defined Authorization Keys in the Authorization Keys documentation.
For example, you may prefer to limit all pricing and cost information to purchasing agents or limit all accounts payable and receivable information to accounting personnel.
To restrict access to report data:
From any page in Eclipse Reports, click Admin at the top of the page and then click the Authorization tab.
Select the type of data you want to restrict by clicking one of the following areas: Report Categories, Report Sources, Report Data Item Groups, or Report Data Items.
Note:The selections may be outside the viewable area. Scroll down, if needed.
From the lists that display, select an entry from the first column.
Note: Use the search field at the top of the column to narrow the selection. For example, type S to limit entries to those beginning with an S.
In the Authorization Key column, in the field that corresponds with the entry you selected, enter the authorization key for which you want to restrict that data. The system displays an error if the authorization key you enter does not match any key in the system.
Any users without this assigned authorization key will not be able to add the data to any report.
Repeat steps 2-4 to apply any additional authorization keys.
Click Save Changes.