Preview Reports Basic Procedures

  1. From the Master Menu, double-click . The Reports Menu opens.

  2. From the Reports Menu, double-click . The Preview Reports window opens and displays the Report List.

  3. Select a report in the Report Format Name column and click Set Allowed Users. The Set Allowed Users For window opens.

  4. From the Current Options Menu, click Set Up User Groups. The User Group List opens. For more information, see In the User Group List.

    You can add a user group, remove a user group, add a user, or remove a user. You can right click a report or use the Current Options list on the left side to select options.

  5. To add a user group, click Add Group. The Set User Group dialog box opens. Enter a name for the group in the Name box. Enter a description for the group in the Description box. Click OK. The group is added to the User Group List.

  6. To remove a user group, click Remove Group. At the User Group Remove prompt, click OK. You cannot remove system-created standard user groups.

  7. To add a user, click Add User. The Select Users dialog box opens. Click a user to select it and click OK. The user is added to the group.

  8. To remove a user from your group, click the user to select it. Click Remove User from the Current Options menu. The user is removed.

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Setting Up Reports in Preview Reports

In the User Group List