Configuring Report Access

You configure your users' access to reports and report templates based on user role types. Report access can be broad or narrow, depending on your organization’s policies and standards. For example, you can give all role types access to all reports, or you can restrict report access by limiting the role types that can create and download reports.

The Report Setup screen contains an alphabetical listing of standard reports, custom reports (if applicable), and J.P. Morgan report templates. Use the Category filter to find the available reports in the following categories:

• All (the default)

• Custom

• Administration

• Accounts

• Transaction

• SUA Payables

• Merchant

• QuickBooks

To set up reports:

1. Select Administration > Report Setup.

2. To filter the list of reports, select a report category from the Category list.

3. To enable a role to access all reports, select the check box under the role name in the top row of the Reports list. To give all roles access to all reports, select the check box under All Roles in this row.

   To enable access to a specific report for specific roles, select the check box in the report row under each role name. To give all roles access to a specific report, select the check box under All Roles in the report row.

   To disable access to a specific report for specific roles, clear the check box in the report row under each role name. To remove access to a specific report for all roles, clear the check box under All Roles in the report row.

4. Click Save.

Note: The Reporting Guide provides detailed information about how to create and customize PaymentNet reports.