{"id":68052,"date":"2024-06-05T08:28:54","date_gmt":"2024-06-05T07:28:54","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=68052"},"modified":"2024-06-05T08:41:16","modified_gmt":"2024-06-05T07:41:16","slug":"setting-access-permissions-in-reports-new","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/setting-access-permissions-in-reports-new\/","title":{"rendered":"Setting Access Permissions in Reports (New)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through setting access permissions on your reports library<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By default, every user whose access template allows them to see <strong>Reports (New)<\/strong> will be able to run all of the reports in there.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may wish to limit access to certain reports in the <strong>Reports (New)<\/strong> section of Osprey<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Firstly, navigate to <strong>Reports (New)<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"282\" height=\"311\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/06\/image.png\" alt=\"\" class=\"wp-image-68053\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image.png 282w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-272x300.png 272w\" sizes=\"auto, (max-width: 282px) 100vw, 282px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will then see all the reports available to you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right click on a report that you want to amend access too and select <strong>Set permissions<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"308\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/06\/image-1.png\" alt=\"\" class=\"wp-image-68054\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-1.png 940w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-1-300x98.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-1-768x252.png 768w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">A box will open that will allow you to set access to the report via <strong>Users<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"828\" height=\"591\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/06\/image-2.png\" alt=\"\" class=\"wp-image-68055\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-2.png 828w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-2-300x214.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-2-768x548.png 768w\" sizes=\"auto, (max-width: 828px) 100vw, 828px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Or via <strong>Security Templates<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"825\" height=\"586\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/06\/image-3.png\" alt=\"\" class=\"wp-image-68056\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-3.png 825w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-3-300x213.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-3-768x546.png 768w\" sizes=\"auto, (max-width: 825px) 100vw, 825px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The double arrow pointing to the right, at the top will move over all users or templates into the <strong>Selected<\/strong> window and grant them all access to the report.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The single arrow pointing to the right, allows you to click on one user or template and move them to the <strong>Selected<\/strong> window, granting them access to the report.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"47\" height=\"209\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/06\/image-4.png\" alt=\"\" class=\"wp-image-68057\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The left pointing arrows allow you to remove access permissions for users or templates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have set the required access permissions, click <strong>Save<\/strong> at the bottom of the box.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"930\" height=\"86\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/06\/image-5.png\" alt=\"\" class=\"wp-image-68058\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-5.png 930w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-5-300x28.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/06\/image-5-768x71.png 768w\" sizes=\"auto, (max-width: 930px) 100vw, 930px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>This guide will take you through setting access permissions on your reports library By default, every user whose access template allows them to see Reports (New) will be able to run all of the reports in there. You may wish to limit access to certain reports in the Reports (New) section of Osprey Firstly, navigate [&hellip;]<\/p>\n","protected":false},"author":5696,"featured_media":0,"template":"","categories":[54],"tags":[],"class_list":["post-68052","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-reports"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setting Access Permissions in Reports (New) | Osprey Academy \u2013 Customer support and training centre<\/title>\n<meta name=\"description\" content=\"How to set access permissions for Reports (New). Get more information here.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/setting-access-permissions-in-reports-new\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Access Permissions in Reports (New) | Osprey Academy \u2013 Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"How to set access permissions for Reports (New). 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