ConnectWise Report Writer Security

By default, Report Writer is only accessible to members assigned the Admin Security Role. Access is managed through System > Security Roles — not inside Report Writer itself.

Report Writer has three access levels:

• Report Writer Designer — full create, edit, delete, and view access (Admin Security Role default)
• Report Writer Viewer — view access only; no create, edit, or delete
• No access — Report Writer is completely hidden (default for all non-Admin roles)

Note: Report Writer does not enforce row-level security. If a member can view any report, they can view all reports — regardless of Owner, Group, or board restrictions set elsewhere in ConnectWise.

Give a member access to Report Writer

1. Go to System > Security Roles.

2. Select the role you want to modify.

3. In the System module section, find the Report Writer row.

4. Set the permission levels based on the access you want to grant:

   For a Report Writer Designer (build and manage reports):

   • Add Level: All
   • Edit Level: All
   • Delete Level: All
   • Inquire Level: All

   For a Report Writer Viewer (run reports only):

   • Add Level: None
   • Edit Level: None
   • Delete Level: None
   • Inquire Level: All

   For no access to Report Writer:

   • Add Level: None
   • Edit Level: None
   • Delete Level: None
   • Inquire Level: None

5. Select Save.

6. Select the back arrow.

7. Log out and log back in for the security changes to take effect.

Note: The Report Writer menu entry only appears for roles where both Add and Inquire levels are set to All. Setting only Inquire to All grants access to run reports via direct links or Custom Report entries, but hides the Report Writer menu item entirely.

Restrict access to specific reports

If you want a member to run only certain reports — not all of them — use a combination of Report Writer Viewer access and the Custom Reports Setup Table.

1. Set the member’s Security Role to Report Writer Viewer (see above).
2. Go to the Custom Reports Setup Table and create an entry for the report you want to expose.
3. In the Link to Report field, enter the report URL. To get the URL, open the report in Report Writer, select Send Email, and copy the URL from the email content.
4. For each Security Role in the module where the Custom Report entry was placed, select Customize in the reports section to allow or restrict access to that report.

Note: New Custom Report entries are visible to all Security Roles by default. Explicitly restrict the roles that should not have access.