Accessing custom reports

Custom reports are new reports or copies of existing reports that you have created with the Report Writer. To control access to a custom report, you must create a security task for the custom report. Use the Security Task Setup window to do this.

To open this window, choose Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Security Tasks. Name the new security task. Select the product for which the custom report was defined. Select Custom Reports as the resource type, and choose the series. The custom reports in the selected series will be shown. Mark the custom reports to include in the new task.

Once the task is defined, you can assign it to a new or existing security role. Any user assigned to that role will be able to access the custom report.

Be sure to activate security by marking the Security option in the Company Setup window in Microsoft Dynamics GP.

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