Report Access

The Report Access tab allows a staff’s access to reports within Needles to be configured. The grid displays the Report Name, Description, Date Created and Staff Created columns from the Report Library and is inherited from the Permission Groups Directory >Report Access tab by default, if that staff is a member of one or more groups. When Report Access is inherited, all check boxes will be solid. Refer to the My Permissions Key for more information. The Net Permissions column displays the overall permission for each report category and individual report.

• Grant Access to All Reports
• Grant Access to Specific Reports
• Reset Report Access

Grant Access to All Reports

To grant a staff access to all reports,

1. Select the Report Access tab in the Staff Directory > Permissions tab for a selected staff.
2. Click the Access To All Reports check box above the Report Access grid. The Net Permission icon will display green if the check box is intentionally selected or if the check box is selected in Permission Groups.
3. Click the Save button to save changes.

The selected staff will have access to all reports in Needles. Review the staff’s permission for User Defined Reports to ensure they can access reports as needed.

Grant Access to Specific Reports

A staff may be given access to report categories or specific reports when the Access To All Reports check box is deselected.

To grant access to specific report categories or reports,

1. Select the Report Access tab in the Staff Directory > Permissions tab for a selected staff.
2. Deselect the Access To All Reports check box and select the Enabled check boxes of the desired report categories or reports.

3. Click the Save button to save changes.

The selected staff will only have access to the reports or report categories selected in the Report Access grid.

If Access To All Reports is deselected and there are no reports or report categories selected in the grid, the staff will not have access to any reports in the Report Library.

Reset Report Access

A staff’s Report Access tab can be reset to inherit from the Permission Groups > Report Access tab of the group(s) where that staff is a member.

To reset report access,

1. Select the Report Access tab in the Staff Directory > Permissions tab for a selected staff.
2. Click the Reset button above the grid. The Reset Permissions message box will display.

3. Click the Yes button to confirm the Reports Access reset from Permission Groups or click the No button to cancel the Reports Access reset.
4. Review updates and click the Save button to save changes.

The selected staff’s Report Access tab has been reset from the permission group(s) in which they are a member. They will only have access to reports or report categories that display a green status icon.