System Data Report Profile Folders
Table Of Contents
Report Profile Folders allow administrators to control which users can view and manage specific Data Query report folders.
By creating report profiles and linking them to report folders, you can restrict access to reports based on a user's role or department. This helps ensure users only have access to the reports that are relevant to their job function.
For more information about controlling access to Data Query reports, see Access to Data Query Report screen.
Note: Only Admin Users can configure Report Profile Folders.
How Report Profile Folders Work
Report Profile Folders allow you to:
- Create report access profiles for different departments or teams.
- Link Data Query report folders to those profiles.
- Restrict visibility of report folders within the Data Query report screen.
- Control which users can view, edit and run specific reports.
Typical profile examples might include:
- Marketing
- Sales
- Purchasing
- Accounts
- Customer Services
Users assigned to a profile will only see the report folders linked to that profile.
Report Profile Folders Grid
The Report Profile Folders screen contains the following fields:
Profile
The profile name created in the [ System Data | Report Profile Folders ] screen.
Examples include:
- Marketing
- Sales
- Purchasing
Profiles are typically used to group users by department or business function.
Report Folder
Displays the report folders currently available within the Data Query report screen.
This field allows an administrator to link a report folder to a specific profile, ensuring users only have access to reports relevant to their role.
For example:
| Profile | Report Folder |
|---|---|
| Sales | Sales Reports |
| Purchasing | Supplier Reports |
| Marketing | Campaign Analysis |
Typical Use Case
A business may create separate report profiles for different departments:
- The Sales team can access sales performance reports.
- The Purchasing team can access supplier and purchasing reports.
- The Marketing team can access campaign and customer analysis reports.
By assigning users to the appropriate profile, access to Data Query reports can be managed centrally and securely.
Additional Information
- Report Profile Folders are used in conjunction with Data Query security controls.
- Only report folders linked to a user's assigned profile will be available in the Data Query report screen.
- Profiles can be used to simplify report management in larger organisations.
- Restricting access to report folders helps ensure users only view information relevant to their role.