Report Administration

Report administration covers the configuration surfaces for managing report definitions, categories, and group access. This page is for administrators. For running, filtering, and exporting reports as a standard user, see the Reports section.

Report administration spans four surfaces:

Report Definitions

The Report Definitions list shows every report in the system.

Use the Add button to create a new report record. Use the search bar to find a report by name or ID.

Report Configuration Edit Form

Access restriction: Opening the report edit form requires the Reports & Labels - Reports permission (Security ID 165) in Group Permissions. Without it, clicking the edit icon returns an access-denied message even for administrators.

When accessible, the edit form covers the core report fields:

Important: System reports can be overwritten during updates. Always check Is Custom before editing a built-in report, and consider copying the report first rather than modifying it directly.

Report Types

Report Types are the categories that organize reports in the Reports menu.

List columns: Record, Name, List Top, Active.

Common Categories

Common report categories include Appointments, Assets, Customer, Cycle Count, Inventory, Issuing, Jobs, Leasing, Purchase Orders, Receiving & Transfers, Repair Orders, Shipping Orders, Supplier, System, Warehouse, and Work Orders. Categories marked inactive do not appear in the Reports menu.

Enabling or Disabling a Category

1. Open the Report Types list.
2. Click the pencil icon next to the category.
3. Check or uncheck the Active field.
4. Click Save.

To create a new category, click Add and enter a Name. New categories must have Active checked to appear in the Reports menu.

Report Permissions

Report Permissions control which reports each group can run or edit, independently of the general Group Permissions security matrix.

System → Report Permissions

Using the Report Permissions Screen

1. Navigate to Report Permissions.
2. Select a group from the Report Group dropdown.
3. Optionally filter by Report Type or use the search box to find a specific report.
4. Check View to allow the group to run and view a report.
5. Check Edit to allow the group to edit that report’s definition (also requires Security ID 165 on the Group Permissions screen).
6. Click Save. Use Select All or Deselect All to bulk-change all visible items.

Permission Table Columns

Related Topics

• Group Management - managing groups and security permissions
• Security - system-level security configuration