---
title: Reporting Permissions
description: "How to change Report Permissions ## Accessing Reports Navigate to **Setup** by selecting the spanner at the bottom left. ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/SetupMode.webp) Select **Reports**, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Setup-Menu.webp)   Select the Excel Report you want to change permissions for, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Selecting-Report-to-apply-filter-code.webp)   ## Report Assignment For a Report…"
url: "https://support.symbiant.co.uk/kb/reporting-permissions/"
updated: "2024-11-06"
category: Reporting Suite Tutorial
tags:
  - Excel
  - Reports
  - Spreadsheets
  - Updating
---

# Reporting Permissions

How to change Report Permissions

## Accessing Reports

Navigate to **Setup** by selecting the spanner at the bottom left.

![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/SetupMode.webp)

Select **Reports**,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Setup-Menu.webp)

 

Select the Excel Report you want to change permissions for,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Selecting-Report-to-apply-filter-code.webp)

 

## Report Assignment

For a Report to be Generated by a User, it must first be assigned.

**Note: Report Assignment does not impact a User's ability to Query information. This is decided by their [Role](https://support.symbiant.co.uk/kb/assigning-roles-and-divisions/).**

The following assignments are ORs. This means a Report can be assigned to a User, a Role, and a Division at the same time.

#### Assigning by User:

![](https://support.symbiant.co.uk/wp-content/uploads/2024/10/Report_Permissions_Users-1024x271.webp)

Assigning a Report to a User will allow that User to see the Report. A Report can be assigned to multiple Users at the same time.

#### Assigning by Role:

![](https://support.symbiant.co.uk/wp-content/uploads/2024/10/Report_Permissions_Roles-1024x271.webp)

Assigning a Report to a Role will allow all Users with that Role to see the Report. A Report can be assigned to multiple Roles at the same time.

#### Assigning by Division:

![](https://support.symbiant.co.uk/wp-content/uploads/2024/10/Report_Permissions_Divisions-1024x271.webp)

Assigning a Report to a Root Division will allow all Users within that Division to see the Report. If a Child Division within a Root Division is assigned, only those under that Division will be able to see the Report. Users above that Division will not be able to see the Report.

 

## Saving the Report

Once Permissions have been assigned to the Report, Save the report at the top right by clicking the Save button.

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Add-New-Save.webp)