Page 57 - Unanet AE: Administering the System

Reporting Permissions
You cannot manage reports without the proper access. Once Permissions are
established under the Administration module, you can grant access to the individual
reports.

Activity 6.1 – Manage Reporting Management Applets
Permissions

In this activity, you will grant permissions to the reporting management
applets.

Activity Steps

1. Navigate to Administration > Permissions. The Permissions applet opens.
2. Select the Groups tab.
3. Select the lock icon for the Project Manager group. The Permissions for
Project Manager window opens.
4. Select the Group Permissions tab.
5. Select the +/- icon to collapse the tree.
6. Select the + icon for the Utilities module.
7. Select the View, Edit, Add, and Delete check boxes for the following applets:
• Custom Reports
• PM Report Designer
• Report Management
8. Select the Save button.
Notes: Access is granted in Permissions to individual reports that are housed
on the Main Menu. Examples of these reports run under the General
Accounting module are the Balance Sheet and Income Statement.
9. Close the Permissions applet.

Lesson 6: Managing Reports ©2025 Unanet. All rights reserved. 57