Public and Private Reports

See also:

• About Reports
• Copying Reports
• Creating New Reports
• Editing Report Details
• Working with the Report Manager

Reports can be saved and viewed by access level. This allows users to protect the reports that they are developing for their own needs and uses. A report that has been marked as private can not be viewed by other users in the system.

Similarly, a report can be made public so that it can be shared by other users. Users can save copies of a public report, marking the copies as private so that they can make any needed formatting changes.

Note: The default access level for a report is private. In order to make a report public, make a copy of the report and mark the copy as public.

1. Make a copy of a report by right-clicking on the report title and selecting Copy in the menu. You can also copy a report by selecting the report and pressing Copy on the Report Toolbar.
   
   Figure: Making a Copy of a Report

   The Copy Report form will be displayed. Here you will rename the report and specify details, such as its access level.
   

   Figure: Using the Copy Report Form to Create a Copy of a Report
2. Use the Microsoft Access radio buttons to mark whether you wish to make the copy of the report public or private.
   
   Figure: Specifying an Access Level for the Report
3. Press Copy Report to save the report.

Repeat these steps when you want to change the access level or create a copy of any report in the system. The procedure is the same if you are creating a public copy of a private report. When creating public versions of reports, it is important to use names that will be easily understood by others in your organization.