Scoping an Intelligence Report

If you have multiple companies, you can customize a report for a specific company or set of companies and use scoping to restrict the report to being available only when you are logged onto one of those companies. Use Manage Object Scope on the Tools or right-click menu for the Home element to specify the companies for which a report can be used.

For example, you can copy the Financial Report and customize it for Company 1, mapping the account groups for that company and saving that mapping in the report’s Excel template. This report is now only appropriate to the Company 1, so you would scope the report for Company 1 only.

  • The default setting is global, which allows access by all companies.
  • A report can be scoped to multiple specific companies.
  • Scoping can be applied at the report or folder level.


  1. To scope a report, first select the report or folder and then select the associated company or companies.
  2. In Report Manager and Report Viewer, reports not scoped for the current company do not show.
  3. When you first set or reset the scoping, the report may still show until you refresh the listing by double-clicking on the report or Home folder.
  4. If you have not refreshed the folder and attempt to run a report when signed into a company not scoped for the report, you receive a message stating the report does not exist.

Scoping a Union Report

  1. For a union report, be aware you must scope the sub-reports and union report separately. Scope them as appropriate to the situation.
  2. Scoping a report only restricts whether you can access a report when you are logged into a specific company. It does not filter the data included in a report.
  3. For example, you have a consolidated report that pulls data from both companies Company 1 and COMPANY 2, and the report is scoped to be available only for Company 1. You will not be able to run the report when you are logged into company COMPANY 2; however, when you run the report from Company 1 the report will still contain data for both Company 1 and COMPANY 2.