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User Access to Schedule Reports

Overview

The Security Profile a User has assigned to them determines which menu items they see and which functions they can perform whilst logged into RMS.

Providing users with access to report scheduling enables them to configure delivery timelines and send reports to the appropriate recipients as needed.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

★ Hint: After saving changes to Security Profiles, Users should log out of RMS and then log back in to ensure the database updates and reflects the modifications.

 

Guide

In the side menu of RMS, go to Setup > Users > Security Profiles.

  1. Select an existing Security Profile and choose 'Edit'.
    RMS Security Profiles list displaying existing profiles with names and descriptions, with one Security Profile highlighted and the Edit option selected to modify its reporting permissions.
     
  2. Expand the 'Report Screens' Function Menu.
    RMS Security Profile edit window showing the function tree with the Report Screens section expanded, revealing reporting-related permission groups including Report Scheduling.
     
  3. Expand the 'Report Scheduling' Function Menu.
    RMS Security Profile edit window with both the Report Screens and nested Report Scheduling menus expanded, displaying individual options such as Create Scheduled Reports and Report Scheduling for the selected profile.
     
  4. Select 'Allow' on the 'Create Scheduled Reports' Function
  5. Select 'Allow' on the 'Report Scheduling'.
  6. Select Save/Exit.
    RMS Security Profile edit window showing the Report Scheduling permissions Create Scheduled Reports and Report Scheduling both set to Allow, with the Save/Exit button selected to grant users with this profile access to schedule and manage reports.

 

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