Permissions control which SQL roles will have access to the data in the data connection. These roles are not related to GP user logins, so security can be set up for Excel Reports for non-users.
You can set permissions for an Excel Report when you publish a report using the Publish Reports window. Default permissions can be set for Excel Reports using the Default Permissions form. The default permissions only sets the permissions for new reports. It does not change the permissions for existing reports.
To set permissions for a report:
| 1. | Click the Permissions button. |
| 2. | Mark the roles that you want to have access to the report. |
| 3. | Click OK. |
To set default permissions:
| 1. | Open the Default Permissions window (Microsoft Dynamics GP – Tools – SmartList Builder – Excel Report Builder – Default Permissions. |
| 2. | Mark the roles that you want to have permission by default to Excel Reports. |
| 3. | Click OK. |