Report Permissions

Permissions are set at the application level or report level or both in CDM. Report permissions determine what you can and cannot do with specified reports.

Report Generation

Permission	Allows the user the ability to
Generate Entire Report	Generate the entire report
Generate Selected Report Objects	Generate selected objects or sections of a report that belong to a custom group
Generate Validation Report	Generate the validation reports
Generate EDGAR HTML	Generate EDGAR HTML
Export Report	Export reports
Generate Report Containing Macros	Generate Excel or PowerPoint output that includes Macros (see Macros in Generated Output)

Security and Workflow

Permission	Allows the user the ability to
Manage Report Object Workflow	View and modify the workflow for an object or section
Manage Report Workflow	View and modify the workflow for a report
Manage Report Object Checklists	Add, modify, or delete checklists associated with an object
Add Object-Level Comments	Add comments in an object
Add Report-Level Comments	Add comments at the report level
View Comments	View comments
Delete User Comments	Delete comments at the report or object level
Delete All Comments	Delete all comments
Manage Variable Security	Set variable security for users, which controls what is displayed in the Insert Variable window.

Report Object Management

Permission	Allows the user the ability to
Add Object	Add, copy, cut, paste, or move sections or report objects in the report
Add Web Object	Add, copy, cut, paste, or move a web object in the report
Delete Object	Delete sections, report objects, or web objects in the report
View Report	View the report
Push Down Objects	Push sections and report objects down to other reports. In the destination report, grant permission to view the report and to add sections and report objects. In the source report, grant permission to push down section or report object updates and to create sections or report objects.
Break Reference	Break references to a shared object in a report
Unshare Object	Unshare an object that has a reference to a shared object in a report. When the current report object is shared, it makes the report object visible in the window that opens when you add reference objects. When a report object is set as Shared, an icon in the report tree beside the report object name indicates that the report object is a shared object.
Reference Shared Objects	Work with shared objects. A shared object can be added as a copy of the shared object or as a reference object that is updated when changes are made to the source object. Shared objects can be unshared and references to the shared objects can be broken without deleting the report object.
Modify Report Properties	Modify the properties of a report
Modify Report Object Properties	Modify the properties of a section or report object
Modify Print Settings of a Report Object	Modify the print settings for a section or report object, such as changing an object from Printable to Not Printable
Modify Break Type of a Report Object	Modify the break type of a report object in order to insert blank pages or blank rows between report objects
Manage Report Object Attachments	Manage attachments for report objects
Tag Report Objects with Custom Group	Associate report objects with custom groups
Protect Report Object Data	Protect data of the report object
Perform Write-Back	Perform the Write-Back operation
Import Report Objects	Import report objects into the report
Export Objects	Export report objects in the report

Data Source

Permission	Allows the user the ability to
Load Data from Query	Load data from data queries that are available for the report

Audit Trail

Permission	Allows the user the ability to
View Audit Trail	View the audit trail for the report. See also Application Permissions > View > View Audit Trail

Snapshot

Permission	Allows the user the ability to
Create Snapshot	Create snapshots of the report
Delete Snapshot	Delete snapshots of the report that are no longer needed
View Snapshot	View or compare snapshots of the report

Variables

Permission	Allows the user the ability to
Manage Report Query Variables	Override values for existing query variables at the report level
Manage Report Object Query Variables	Override values for existing query variables at the object level

View

Permission	Allows the user the ability to
View Progress Report	Navigate to and export, group, or filter the results in the progress report
View Orphan Variable Report	View the orphan variable report to analyze and detect orphan variable references in the report
View Reference Variables	View the reference variable report and track different variations of variables available in the report
View User by Workflow Report	View the user by workflow report to check the assignment of users to different stages of a workflow
Manage Desktop Publishing Tags	Work with desktop publishing tags. See also Application Permissions > View > Manage Desktop Publishing Styles.

Workflow Visibility

Permission	Allows the user the ability to
View All Objects	View all objects in the report (no filtering)
View Objects by Workflow	View only the objects if the user is part of at least one workflow state for the object
View Objects by Workflow State	View only the report objects when the current workflow state advances to a state that the user is a part of Note: When two different groups are assigned different workflow visibility settings, the permission that takes precedence is the least permissions. For example: Group 1 has View All Objects, Group 2 has View Objects by Workflow. If a user is assigned to both group 1 and group 2, then the user permission will be set to View Objects by Workflow. This controls the level of access based on different user roles.

Permission

Allows the user the ability to

View All Objects

View all objects in the report (no filtering)

View Objects by Workflow

View only the objects if the user is part of at least one workflow state for the object

View Objects by Workflow State

View only the report objects when the current workflow state advances to a state that the user is a part of

Note: When two different groups are assigned different workflow visibility settings, the permission that takes precedence is the least permissions. For example: Group 1 has View All Objects, Group 2 has View Objects by Workflow. If a user is assigned to both group 1 and group 2, then the user permission will be set to View Objects by Workflow. This controls the level of access based on different user roles.

Certent 365 Project

Permission	Allows the user the ability to
Owner
Member

Filing Wizard

Permission	Allows the user the ability to
Create Filing
Delete Filing
View Filing
Submit Live Filing
Amend Filing