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Filtering Reports based on user logged in

Started by intrepid402, 11 Apr 2014 10:37:46 AM

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intrepid402

Hi Folks,
Is it possible to display the reports in Cognos Connection based on logged in user? So for example,

Report A (Managers can access)
Report B (Managers and employees can access)
Report C (Managers and Supervisors can access)

Is it possible that if an employee logs in, they only see Report B and not the other two but if Manager logs in, they see all three of them?

Thanks!

MFGF

Quote from: intrepid402 on 11 Apr 2014 10:37:46 AM
Hi Folks,
Is it possible to display the reports in Cognos Connection based on logged in user? So for example,

Report A (Managers can access)
Report B (Managers and employees can access)
Report C (Managers and Supervisors can access)

Is it possible that if an employee logs in, they only see Report B and not the other two but if Manager logs in, they see all three of them?

Thanks!

Hi,

Yes - this is indeed possible :)

The easiest way is if your managers belong to a group your users don't belong to. Go into the properties of the two reports the normal users shouldn't see, go to the Permissions tab, check the box at the top that says "Override the access permissions acquired from the parent entry", then select and remove all groups/users etc from the list who should not have access to the report. If the Managers group isn't in the list, use the Add link below the list, navigate into your namespace and check the relevant group and move it across to the selected list on the right, then click OK. When you get back, set Traverse, Read and Execute permissions for this group.

If there isn't a Managers group, you can add the individual Manager users to the list instead, but this can get tiresome, so groups are a better option.

Cheers!

MF.
Meep!

intrepid402

You my friend, are fantastic. Will try it out. :)

teresa.danna@gmail.com

Another simple way is to set up distribution lists, one for each group and use that list as part of the security on each report. This way instead of editing the security of each report, you're only editing the distribution list.

MFGF

Quote from: teresa.danna@gmail.com on 30 Apr 2014 09:12:14 AM
Another simple way is to set up distribution lists, one for each group and use that list as part of the security on each report. This way instead of editing the security of each report, you're only editing the distribution list.

Hi,

I'm puzzled by this. It's a simple job to create distribution lists and add users to them, but I'm not aware of any way of referencing these when defining the security on a report. You can reference users, groups and roles, but I've never seen any way to reference distribution lists. Have I missed something fundamental in true muppety fashion?

Cheers!

MF.
Meep!