System Report Security

Using the Edit System Report Security page, you can restrict access to certain PowerSchool system reports to further promote security. When working with the access restriction matrix, note the following:

  • Restrict Report Access must be enabled in order to edit the access restriction matrix.
  • A checkmark  indicates that a security group can access a report.
  • A circle with a line through it indicates that a security group cannot access a report. If restrictions have been applied, the circle with a line through appears in the Reports cell, the security group cell, and the report name cell.
  • A pencil indicates that access restrictions have been modified from their original system but have not yet been saved. If restrictions have been modified, the pencil appears in the Reports cell, the security group cell, and the report name cell.
  • Use the access restriction matrix scroll bars to see portions of the access restriction matrix that are not within view.
  • Access restrictions that have been modified from their original system appear highlighted until you click Refresh or Submit.

Edit System Report Security

  1. On the start page, choose System under Setup in the main menu. The System Administrator page appears.
  2. Under Security, click System Report Security. The Edit System Report Security page appears.
  3. Use the following table to enter information in the fields:

    Field

    Description

    Restrict Report Access

    Do one of the following:

    • Choose Yes from the pop-up menu to enable the access restriction matrix. When enabled, restrictions can be applied.
    • Choose No from the pop-up menu to disable the access restriction matrix. When disabled, all security groups have access to all reports. This is the default setting.

    Reports

    In the first cell of the header row, Reports appears.

    To edit all reports for all security groups:

    1. When hovering over the Reports cell, all security groups and all reports appear highlighted.
    2. Double-click the Reports cell to toggle the access restriction.

    [Security Group]

    In the subsequent cells of the header row, the name of each security group appears.

    To edit all reports for a selected security group:

    1. When hovering over a security group cell, all reports for the selected security group appear highlighted.
    2. Double-click the security group name to toggle the access restriction.

    [Report Category]

    In the first column, the name of each report category appears in alphabetically ascending order.

    To edit all reports within a report category for all security groups:

    1. When hovering over a report category cell, all reports within the report category and all security groups appear highlighted.
    2. Double-click the report category cell to toggle the access restriction.

    To edit all reports within a report category for a security group:

    1. When hovering over a column cell in the report category row, all reports within the report category for the respective security group appear highlighted.
    2. Double-click the column cell in the report category row to toggle the access restriction.

    [Report Name]

    In the first column, report names appear under their respective report categories in alphabetically ascending order.

    To edit a report for all security groups:

    1. When hovering over a report name cell, all security groups appear highlighted.
    2. Double-click the report name cell to toggle the access restriction.

    To edit a report for a security group:

    1. When hovering over the intersecting cell of a report and security group, the cell appears highlighted.
    2. Double-click the intersecting cell of the report and security group to toggle the access restriction.
  4. Do one of the following:
    • Click Refresh to revert any pending changes highlighted.
    • Click Submit to save your changes.
    A confirmation message appears.
  5. Click OK.