Report security settings

This article describes the security settings you can configure to grant or restrict user access to reporting features in Autotask. It also documents the settings of the system security levels in your Autotask instance.

System security levels are not editable, but you can make copies and edit them to create custom security levels. Refer to:

Overview

Reports permissions empower you to customize the report categories that are accessible to your users. Granting report permissions gives security group members the ability to access the standard pre-built Autotask reports associated with those categories.

NOTE  LiveReports are published separately; refer to Publishing LiveReports. For more about reports available in Autotask, refer to Reports.

You can access reports via the Reports page. On the Reports page, select the tab for the desired category. Reports appear on a Category tab only when the user has permission to view reports in that category.

The Reports settings section of the Security Level configuration page in Autotask PSA.

You access the Reports page in several ways:

  • By clicking Reports in the Autotask main menu .
  • By moving your mouse over Reports in the menu, then clicking to select a Category from the secondary menu.
  • By moving over an item in the Autotask main menu , such as Service Desk, then clicking Reports under the Reports heading.

NOTE  Visible report data is limited by other security level settings, for example, CRM organization view permissions. The Autotask main menu lists only categories the user has permission to view.

About this setting

There are nine categories to which you can grant user access. They are as follows.

CRM

CRM-related entities and features including organization, sales order, opportunity, devices, notes, and to-dos. Visible report data is subject to Organization Type and Object view permissions.

Projects

Projects and project-related features. Visible report data is subject to Project Type and other Project permissions.

Service Desk

Tickets, Ticket Notes, and Service Call-related features. Visible report data is subject to View object and Other service desk permissions.

Contracts & Billing

Contract and approve and post related entities and features. Visible data is subject to View object permissions for other entities and other entity security related permissions, for example, > Admin > Finance, Accounting, & Invoicing

Resources

Resource related reports, except for Time Off & Payroll reports. You can grant permission under Timesheets. Visible data is subject to other entity security-related permissions, for example, > Admin > Resources/Users.

Time & Expenses

Can view timesheet and expense-related reports. Visible data and Timesheet reports are subject to other security related permissions, for example, > Timesheets > Can access Time Off & Payroll Reports.

Executive

Reports found on the Executive reports tab in the Autotask UI. Visible data is subject to entity view Object permissions and other specific permissions.

Other

The following reports are available, depending on user access to Autotask features:
General > Global Notes Search (requires CRM access and Miscellaneous security level permission "Can access Global Note Search")
Inventory > Export Purchase Orders to XML (Inventory must be enabled, and Inventory > Purchase Order object permission is required)

Admin

Miscellaneous reports that require Admin security level permissions, for example, Full Resource, Client Portal log, and Survey reports.

The listed settings are enabled by default for the following system security levels:

Security Level Permission

CRM

  

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

Contractor

  

Private CRM

Sales

Service Desk User

Project Manager

Dashboard User

 

Manager

System Administrator, Full Access User

API User

Projects

 View

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

Sales

Service Desk User

Project Manager

 

 

Manager

System Administrator, Full Access User

API User

Service Desk

 View

Co-managed Help Desk

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

Sales

Service Desk User

Project Manager

Dashboard User

 

Manager

System Administrator, Full Access User

API User

Contracts & Billing

 View

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

  

Sales

  

Service Desk User

  

Project Manager

  

Dashboard User

 

Manager

System Administrator, Full Access User

API User

Resources

 View

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

  

Sales

  

Service Desk User

  

Project Manager

  

Dashboard User

 

Manager

System Administrator, Full Access User

API User

Time & Expenses

 View

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

  

Sales

  

Service Desk User

  

Project Manager

Dashboard User

 

Manager

System Administrator, Full Access User

API User

Executive

 View

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

  

Sales

  

Service Desk User

  

Project Manager

  

Dashboard User

 

Manager

System Administrator, Full Access User

API User

Other

 View

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

Sales

Service Desk User

Project Manager

Dashboard User

 

Manager

System Administrator, Full Access User

API User

Admin

 View

Co-managed Help Desk

  

Minimal Access

  

Time & Attendance

  

Team Member

  

Contractor

  

Private CRM

  

Sales

  

Service Desk User

  

Project Manager

  

Dashboard User

 

Manager

  

System Administrator, Full Access User

API User

About this setting

These LiveReport settings were previously located in the Other section of the Security Level page.

Can access LiveReports Designer

Select this check box to enable resources to access the LiveReports Designer. When this is enabled, the resource will see the option to access LiveReports Designer from Admin (if they have access to it) and from navigation menus.

Can Manage LiveReports folders

Select this check box to enable resources to manage the LiveReports folder. When this is enabled, the resource will see the Manage Folder icon from within LiveReports Designer.

You can manage access to individual folders for each Security Level from the LiveReports Folders Tab.

NOTE   If Can access LiveReports Designer is disabled, this setting will also be disabled.

Can publish LiveReports

Select this check box to enable resources to publish LiveReports. If this is enabled, resources will see the Publish Reports option from the LiveReports Administration drop-down menu on the left navigation.

Can schedule LiveReports

Select this check box to enable resources to access the LiveReports Scheduler. When this is enabled, the resource will see the schedule icon from within LiveReports Designer.

NOTE   If Can access LiveReports Designer is disabled, this setting will also be disabled.

The listed settings are enabled by default for the following system security levels:

Security Level Can access LiveReports Designer Can manage LiveReports folders Can publish LiveReports Can schedule LiveReports

Co-managed Help Desk

      

 

Minimal Access

      

 

Time & Attendance

      

 

Team Member

      

 

Contractor

      

 

Private CRM

      

 

Sales

      

 

Service Desk User

      

 

Project Manager

Dashboard User

 

 

 

Manager

System Administrator, Full Access User

API User

      

 

Additional Resources