Account Level Security List

Access this report with Administrative user rights using Reports>Lists>Account Level Security. It is only available if the Account Level Security module is installed.

As the Administrator, use this report to print a list of users and groups and their account level security settings. Account level security was set up and activated using the Security>Set Up Account Level Segments and Set Up Account Level Security forms.

Report Criteria

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

• By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
• By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Type	"User" or "Group" displays here to identify the type. The type was decided when the user or group was assigned account level security.
Group ID	All groups that have account level security assigned.
Group Name	The name assigned to the group IDs (Security>Maintain Groups), such as Program Services Department.
User ID	All users that have account level security assigned.
User Name	The name assigned to the user ID (Security>Maintain Users), such as Joe Green.
Enable Account Level Security	"Yes" or blank depending on if the user's security settings include the Enable Account Level Security check box. The check box is not available for Groups; therefore, it is always blank.
Segment Sequence	The number that designates the order of your segments. The segment sequence can be changed by the Administrator using the Organization> Organization Information>Segments tab. The report shows each segment's sequence number.
Segment Name	The segments that have account level security assigned, such as Fund or GL.
Account Code	The account code, such as 201, 05, 45001, or blank.
Account Title	The account title, such as Housing or Service Fees.
Account Short Title	The Account Short Title, usually the first 15 characters of the Account Title, such as Housing or Svc Fees.
Account Status	The status of the segment—Active, Inactive, or Discontinued. The report prints A, I, or D.
Account Type	The account type (if using a GL segment) that was assigned account level security. Valid account types include the following: Cash, Accounts Receivable-Customers, Accounts Receivable, Pledges Receivable, Interfund Receivable, Fixed Assets, Other Assets, Accounts Payable-Vendor, Accounts Payable, Interfund Payable, Other Liabilities, Net Assets/Equity, Revenues, Expenses/Expenditure, Interfund Transfers, and 3rd Party Inventory. The report prints CSH, AR, ARO, PLO, IFR, FAO, OA, AP, APO, IFP, OL, NAE, REV, EXP, IFT, or INV.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.