{"id":10782,"date":"2015-08-19T05:13:52","date_gmt":"2015-08-19T05:13:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10782"},"modified":"2015-08-19T05:13:52","modified_gmt":"2015-08-19T05:13:52","slug":"restricting-reports-data-to-authorized-users","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/08\/19\/restricting-reports-data-to-authorized-users\/","title":{"rendered":"Restricting Reports data to authorized users"},"content":{"rendered":"

Hi Readers\u2026!!
\nAs we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy steps; maintaining its confidentiality also becomes an integral part for Managers.
\nNew Stuff:<\/strong><\/em><\/span> SQL Error while trying to add column in company grid<\/a>
\nSince, a manager may not wish other users of the organization to know that they are analysing a particular part of the Business. Thus in order to guard report\u2019s data access they can simply mark the required report as Private<\/strong>.
\nTo implement the same just check the checkbox called \u201cPrivate Reports<\/strong>\u201d at the time of Report creation.
\n\"report1\"<\/a>
\nMake all the necessary report configurations such as Report contents, search criteria and save. Report will be listed under the appropriate Category as shown below.
\n\"report2\"<\/a>
\nI then logged in with other (non-admin) user and checked the same report Category. I was surprised\u2026!!!!\u00a0 Report which I had created as (admin) user was not visible to that (non-admin) user. However, users which belonged to the same Manager Level were able to view the report.
\n\"report3\"<\/a>
\nVery happily, now I can secure my Report by using this CRM feature.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Hyperlink on Report columns<\/a>
\n2) View Sage CRM Reports in PDF format from any Sage CRM screen<\/a>
\n3) Include your Company Logo in Sage CRM Reports<\/a>
\n4) Generate Excel\/PDF reports on standard Sage CRM entities externally<\/a>
\n5) Access Rights to create new Reports in Sage CRM<\/a>
\n 
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Hi Readers\u2026!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,317,321,323,324,332,342,1,417,423,426],"tags":[1811,1928,1941,1948,1954,2033,2035,2560],"class_list":["post-10782","post","type-post","status-publish","format-standard","hentry","category-crm72","category-report","category-restriction","category-rights","category-rule","category-sage-crm","category-sage-crm7-3","category-uncategorized","category-user","category-view","category-visibility","tag-private-report","tag-reports","tag-restriction","tag-rights","tag-rules","tag-sage-crm-7-2","tag-sage-crm-7-3","tag-view"],"yoast_head":"\nRestricting Reports data to authorized users - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/08\/19\/restricting-reports-data-to-authorized-users\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restricting Reports data to authorized users - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi Readers\u2026!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. 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