Security List Report

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

Use this report to obtain a list of users and their security rights. It lists all menu selections in which the user has rights.

 

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 whether it is a single user or a group of users.
Group ID	All groups created for the organization.
Group Name	The name assigned to the groups, such as Program Services Department.
User ID	All users created for the organization.
User Name	The name assigned to the user, such as Joe Green.
Application	The systems in which the user has rights—Accounting (ACCT), Administration (ADMIN), Payroll, and/or Electronic Requisitions (REQ).
Module	The modules in which the user has rights. They could include any or all of the following modules. AB (Accounts Receivable Billing) AM (Allocations Management) AP (Accounts Payable) AR (Accounts Receivable Reporting) AS (Advanced Security) BG (Budget) BK (Bank Reconciliation) CC (Data Consolidation Client) DD (Direct Deposit) EN (Encumbrances) EP (Electronic Funds Transfer for AP) EV (Executive View) FA (Fixed Assets) FD (Forms Designer) GA (Grant Administration) GL (General Ledger) GR (GASB Reporting) IE (Import/Export) MC (Multicurrency) NS (Scheduler) OE (Order Entry) PO (Purchase Orders) PR (Payroll) RQ (Electronic Requisitions) SY (Administration) VA (Visual Analyzer)
Menu	The menus and form names in which the user has rights, such as File – Print Setup and Maintain – Chart of Accounts.
View	If the user has rights to open and view records on the associated form, the system displays "Yes." Alternatively, if the user does not have rights, or if that particular right is not available for that form, the system displays "No."
Edit	If the user has rights to make changes to records on the associated form, the system displays "Yes." Alternatively, if the user does not have rights, the system displays "No."
Delete	If the user has rights to remove records on the associated form, the system displays "Yes." Alternatively, if the user does not have rights, the system displays "No."
Add	If the user has rights to enter new data on the associated form, the system displays "Yes." Alternatively, if the user does not have rights, the system displays "No."
Process	If the user has rights to perform a process on the associated form, the system displays "Yes." Alternatively, if the user does not have rights, the system displays "No."
Sensitive	If the user has rights to view fields that contain sensitive information on the associated form, the system displays "Yes." Alternatively, if the user does not have rights, the system displays "No."
Requisition User	A designation of Y (Yes) or N (No) depending on if the "Requisition User" option was selected for the user (Security>Maintain Users). This column is only available if the Electronic Requisitions module is installed.

 

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.