Report: Security Setup Report

The Security Setup Report returns information about your agency's system security setups.

The following options are available for the organization and scope of this report:

  • Security Group information for one or all employee security groups, including an employee-specific breakdown for each group.
  • Bank Security information for one or more banks, including which employees can access each bank.
  • Employee-specific security information, including bank, business unit, and security group assignment information.
  • Business Unit information for one or more business units, including applicable security group information.

For each type of report, you can additionally select to include a cover page.

This report is accessible from the 360 Toolbox or any form with a 360 Toolbox menu. Selecting 360 Toolbox > Classic Reports takes you to the Reports - All list, where you can make your selection.

Click Security Setup Report. This opens the Report - Security Setup selection form. Make your selections, pull down the File menu, and select to:

  • Print
  • Print Preview
  • Create CSV to export the report to the program of your choice.
  • Preview Cover Page

You can also access this report from the Employee Center or Bank Center Quick Reports menu.

Group/Field Description

Report Type

In this section, choose the type of security report you want to run and select criteria for the report.

Data entry fields are enabled for only the selected option.

Field/Option What is this?

Security Group

Select this option to return Security Group information for one or (All) employee security groups.

Mark the Include Employees check box to include a list of all employee names assigned to the selected security group. The list appears at the end of the report.

Bank

Select this option to return bank security information for one or more banks. Select (All) to report on all banks.

To select multiple banks, choose Select Multiple from the list and fill out the Bank multi-select form.  To modify your selections, click Edit to re-open the multi-select form.

Mark the Include Employees check box to include, for each selected bank, a list of all employee names with security access to that bank.

Employee

Select this option to return employee-specific  security information, including bank, business unit, and security group assignment information.

To select multiple employees, choose Select Multiple from the list and fill out the Bank multi-select form.  

To modify your selections, click Edit to re-open the multi-select form.

Business Unit

Select this option to return business unit information for one or more business units.

Click the Business Unit Selection link to open selection form. Here you can designate which business units to include.

Mark the Include Security Groups check box to include, for each selected business unit, a list of all employee names with security access to that business unit.

Report Options
Field/Option What is this?

Description

 

Enter a description for your report in this text field.

The description appears in the Description column of the Reports - All table.

Print Cover Page

Mark this box if you want to include a cover page when you print or preview the report.

 

The Security Group report lists all tasks on the Secured Item List. The report indicates the selected Employee Security Group's assigned level of access for each secured item.

For more information about the Secured Item List, see Security Group Setup > Security Group Sections > Secured Item List in Help.

Example: If you select to return information about the BOOK Employee Security Group, then for each specific secured item, the report indicates BOOK's level of permission (e.g., Full Access to the item, No Access to the item, etc.).

Column Description

Feature

Location in the system where this secured item is accessed.

The same feature appears in the Secured Item List grid for this item.

Group

Name of the Group to which this item belongs, if any. Items in a specific group are similar in nature.

The same group appears in the Secured Item List grid for this item.

Task

Identifies the function or control subject to secure (e.g., a selection on the Toolbox menu or a button on the Bank Center).

Access

Indicates the selected Employee Security Group's assigned level of access for this item.

For more information, see Security Group Setup > Security Group Sections > Employee Assignment in Help.

Employee List

This section appears at the end of the report only if you checked the Include Employees box on the report selections form.

The Employee List section includes all employee names assigned to the selected Employee Security Group.

The Bank Security Report lists system information about the selected bank(s) as entered in Bank Setup, and optionally lists employee names authorized to use this bank. The authorized employees list appears at the end of the report only if you checked the Include Employees check box on the report selections form.

The Employee Security Report lists the following security information about the selected employees(s), :

The Business Unit Security Report lists the names of employees assigned to selected Business Units; optionally, it includes Security Group assignment information applicable to each employee on the list. The security groups list appears at the end of the report only if you checked the Include Security Groups box on the report selections form.

CSV Column Description

Agency Name

The name of your agency.

Export Date

The date that the CSV report was created.

Report

The name of the report.

Security Group fields

GrpDescShort

The Group Name of the Employee Security Group, as entered in Security Group Setup.

GrpDescLong

The Description of the Employee Security Group, as entered in  Security Group Setup.

Feature

Location in the system where this secured item is accessed.

The same Feature appears in the Secured Item List grid for this item.

Group

Name of the Group to which this item belongs, if any. Items in a specific Group are similar in nature.

The same Group appears in the Secured Item List grid for this item.

Task

Identifies the function or control subject to secure (e.g., a selection on the Toolbox menu or a button on the Home Page).

Access

Indicates the selected Employee Security Group's assigned level of access for this item.

For more information, see Security Group Setup > Security Group Sections > Employee Assignment in Help.

Bank fields

BankShortName

The bank short name, as entered in Bank Setup.

BankName

The full name of the bank, as entered in Bank Setup.

BankNumber

The bank number, as entered in Bank Setup.

DivShortName

Short name of the Business Unit Division assigned to this bank in Bank Setup.

DivName

The Business Unit Division assigned to this bank in Bank Setup.

Employee fields

Employee Name

The first and last name of employee, as entered in Employee Setup.

GrpDescShort

The Group Name of the Employee Security Group to which the employee is assigned.

GrpDescLong

The Description of the Employee Security Group to which the employee is assigned.

Business Unit

EmployeeName

The first and last name of employee, as entered in Employee Setup.

DivName

Business Unit Division to which the employee is assigned.

DivShortName

Short name of the Business Unit Division specified in the row.

BrnchName

Business Unit Branch to which the employee is assigned.

BrnchShortName

Short name of the Business Unit Branch specified in the row.

DeptName

Business Unit Department to which the employee is assigned.

DeptShortName

Short name of the Business Unit Department specified in the row.

GrpName

Business Unit Group to which the employee is assigned.

GrpShortName

Short name of the Business Unit Group specified in the row.

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