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<!-- wp:reyrey-js/list-item {"content":"Keep data and report access in the hands of those who need it."} /-->
<!-- wp:reyrey-js/list-item {"content":"These three layers of security help manage Dynamic Reporting permissions."} /-->
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<div class="wp-block-reyrey-js-column"><!-- wp:reyrey-js/paragraph {"content":"Dynamic Reporting is a powerful tool for creating custom reports in ERA-IGNITE using existing system data. To keep data and report access in the hands of only those who need it, there are three layers of security for Dynamic Reporting in the Security Maintenance application. These can be set on the individual User ID or User Group level for greater efficiency and consistency with security permissions."} /-->
<!-- wp:reyrey-js/paragraph {"content":"\u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003ePull Up a Security Record\u003c/span\u003e"} /-->
<!-- wp:reyrey-js/paragraph {"content":"To look up a profile record, access the \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eSearch/Change Security Profile Record \u003c/span\u003escreen in the Security Maintenance application. Select the appropriate tab, User ID or User Group, depending on the type of record you need to access. Enter any search criteria, such as the User ID or Name, in the \u003cem\u003eCriteria\u003c/em\u003e section and select \u003cstrong\u003eSearch (F5).\u003c/strong\u003e Double-click or select and press ENTER to open the security record."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"\u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003e1. Store and Application Access\u003c/span\u003e"} /-->
<!-- wp:reyrey-js/paragraph {"content":"The first layer of security is store and application access. Each User ID can have customized access to the data of the stores and branches that apply to the individual. To give a User ID access, go to the \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eBasic Profile Information\u003c/span\u003e subscreen within the User ID security record. Once there, select the lookup icon from the Application Access field."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"In the \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eApplication Access\u003c/span\u003e window, expand the permissions for the store with the plus icon next to the store name. Then, select the Access checkbox for any relevant applications within the appropriate branches, and select \u003cstrong\u003eOK (F12).\u003c/strong\u003e"} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Note, User Groups are not given store and application access via the \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eApplication Access\u003c/span\u003e window. User Groups can be given access to the necessary stores and branches from the \u003cstrong\u003eSecurity Access\u003c/strong\u003e subscreen or the\u003cstrong\u003e Enterprise Security Management\u003c/strong\u003e subscreen."} /-->
<!-- wp:reyrey-js/paragraph {"content":"\u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003e2. Security Access\u003c/span\u003e"} /-->
<!-- wp:reyrey-js/paragraph {"content":"For the second layer, the User ID or User Group needs access to Retail Management Intelligence. This can be granted in the \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eSecurity Access\u003c/span\u003e subscreen. If the User ID or User Group does not have Retail Management Intelligence listed on the Security Access subscreen, \u003cstrong\u003eselect (F5) Add/Remove Application\u003c/strong\u003e. Next, select the Access checkbox for Retail Management Intelligence, then \u003cstrong\u003eUpdate (F12).\u003c/strong\u003e"} /-->
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<!-- wp:reyrey-js/paragraph {"content":"On the Security Access screen, under \u003cem\u003eRetail Management Intelligence\u003c/em\u003e → \u003cem\u003eDynamic Reporting\u003c/em\u003e, specific security permissions can be set for Dynamic Reporting. Select the checkboxes in the permission column for each necessary security item. Each User ID should only be given as much access as necessary to accomplish the tasks for their job role; not every user needs access to every security permission."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Permissions for Dynamic Reporting should be granted in each relevant store and branch. For those with multiple stores or branches, these permissions can also be managed from the \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eEnterprise Security Management\u003c/span\u003e subscreen instead."} /-->
<!-- wp:reyrey-js/paragraph {"content":"\u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003e3. Data Set Security\u003c/span\u003e"} /-->
<!-- wp:reyrey-js/paragraph {"content":"The final layer of security is Data Set security. The Data Set you use dictates which fields are available to be used in a dynamic report. On the \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eDynamic Reporting Data Set Security\u003c/span\u003e subscreen, Data Sets are organized by Run Area. A user can be given access to some or all Data Sets within each Run Area for the selected store and branch."} /-->
<!-- wp:reyrey-js/paragraph {"content":"There is also a checkbox to grant access to all Data Sets within a store/branch for those who need complete access to all Data Sets, but it is recommended that users are only given access to the specific data sets they need for their role."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Permissions for Dynamic Reporting Data Sets should be granted in each relevant store and branch. As with \u003cspan class=\u0022RR-Font-Weight Bold\u0022\u003eSecurity Access\u003c/span\u003e, these permissions can also be managed from the \u003cstrong\u003eEnterprise Security Management\u003c/strong\u003e subscreen for those with multiple stores and branches."} /-->
<!-- wp:reyrey-js/paragraph {"content":"When appropriate security permissions are granted to users, Dynamic Reporting is a useful, flexible tool for users to craft unique reports within ERA-IGNITE."} /-->
<!-- wp:reyrey-js/paragraph {"content":"For more ERA-IGNITE training opportunities, check out \u003ca href=\u0022/training\u0022 target=\u0022_blank\u0022\u003eReynolds Software Education\u003c/a\u003e for upcoming webinars and classes."} /--></div>
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