Account Level Security List Report

To access this report, go to Reports > Lists > Account Level Security List

Use this report to view a list of users and groups and their assigned account level security settings. This is the System Default report available for the Advanced Organization Audit Information List.

 

Tip: If you're not familiar with the MIP Cloud Report Builder, see Report Builder for an introduction.

 

You can choose to use the report as-is by selecting Export or View, or make edits to the report by selecting Edit.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under the Column Heading.

 

The following columns are available to include in the report:

 

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, such as Program Services Department.
Group Description	A description of the groups.
User ID	All users that have account level security assigned.
User Name	The name assigned to the user ID, 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 and is always left blank.
Segment Sequence	The number that designates the order of your segments. The report displays 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, either A (Active), I (Inactive), or D (Discontinued).
Account Type	The account type (if using a GL segment) that was assigned account level security.

 

Items by Page (Page Breaks)

The current data arrangement per page for the report displays. Use Items by Page to divided report items onto separate pages, starting a new page for each item.

These are the available columns with their descriptions for Account Level Security List reports.

Note: Fewer or additional report columns may be available depending on your MIP implementation.

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 Description	A description of the groups.
User ID	All users that have account level security assigned.
Segment Name	The segments that have account level security assigned, such as Fund or GL.
Account Status	The status of the segment, either A (Active), I (Inactive), or D (Discontinued).

 

Filters

The current column filtering for the reports displays. Use filtering to narrow down and more explicitly define the data to include in the report.

These are the available columns with their descriptions for Account Level Security List reports.

Note: Fewer or additional report columns may be available depending on your MIP implementation.

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.
User ID	All users that have account level security assigned.
Segment Name	The segments that have account level security assigned, such as Fund or GL.
Account Type	The account type (if using a GL segment) that was assigned account level security.
Account Status	The status of the segment, either A (Active), I (Inactive), or D (Discontinued).
Account Code	The account code, such as 201, 05, 45001, or blank.

 

Use the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, implement security features, and more.

• Select "Summarize Amounts" to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

• Select "Do Not Allow Changes to this Report" to secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.

• Select "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.

• Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.

• Select "Replace total debits and credits with Balance" to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

• Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

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