CSM 10.4 Documentation

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Reports Security Rights

Reports rights are selected from the Category drop-down on the Rights tab (CSM Administrator>Security>Edit Security Groups).

Right Description (when checked Check Box) Grant To:

Report styles?

Rights are organized by scope: Blueprint, Global, Role, Team, and User.

Allows people working with Report styles in CSM Desktop to:

  • View: Access Report styles.
  • Add: Create Report styles.
  • Edit: Edit Report styles.
  • Delete: Delete Report styles.

View/Run Only:

  • Users
  • Managers

All rights:

  • System administrators
Report can be run against all records in a system?

Allows people working with Reports to create a Report that uses all records in the system to generate the new Report in the Cherwell Report Wizard.

Note: This is not recommended as there is no way to tell how many records a table will have upon generating the Report.

  • Users
  • Managers
  • System administrators

Reports?

Rights are organized by scope: Blueprint, Global, Role, Team, and User.

Allows people working with Reports in the CSM Desktop Client, Browser Client, and Customer Portal to:

  • View: Access Reports.
  • Run: Run Reports.
  • Edit: Edit Reports.
  • Delete: Delete Reports.

View/Run Only:

  • Users/Customers
  • Managers

All rights:

  • Advanced Users (Level 2 and 3 technicians)
  • System administrators

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