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Schedule report for users with multiple data security filters

Started by norakmal.hakim, 25 Apr 2016 06:41:18 AM

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norakmal.hakim

I have a report containing singletons, lists, crosstabs and charts for data in three different locations A,B and C.

The admin can see data for all the locations but users from A can only see data pertaining to A. This has been configured in framework manager using data security filters. The report is located in the public folder for consumption by all. The use case is for the admin to schedule the report to run daily and save the report. The user will then log in using their own respective accounts and access the report through viewing the previously run versions of the report. However if this is done, users can see data from all locations not just their own.

Bursting does not work as they do not filter data from singletons. e.g. if sales from the three locations are as follows:

Location      Sales
      A           1000
      B           2000
      C           3000

and there is a singleton displaying total sales, the admin will see 6000, users from A should see 1000, users from B should see 2000. If a user has authority to view data from location A and C, like a regional manager for eg, he should see 4000.

How do I schedule the report to run as such?

Thanks a lot in advance!

MFGF

Quote from: norakmal.hakim on 25 Apr 2016 06:41:18 AM
I have a report containing singletons, lists, crosstabs and charts for data in three different locations A,B and C.

The admin can see data for all the locations but users from A can only see data pertaining to A. This has been configured in framework manager using data security filters. The report is located in the public folder for consumption by all. The use case is for the admin to schedule the report to run daily and save the report. The user will then log in using their own respective accounts and access the report through viewing the previously run versions of the report. However if this is done, users can see data from all locations not just their own.

Bursting does not work as they do not filter data from singletons. e.g. if sales from the three locations are as follows:

Location      Sales
      A           1000
      B           2000
      C           3000

and there is a singleton displaying total sales, the admin will see 6000, users from A should see 1000, users from B should see 2000. If a user has authority to view data from location A and C, like a regional manager for eg, he should see 4000.

How do I schedule the report to run as such?

Thanks a lot in advance!

Hi,

This is exactly the use case for bursting. Although you can't burst singletons or crosstabs etc, you can master/detail these to something you can burst over, such as a list or a page with associated query.

Cheers!

MF.
Meep!

norakmal.hakim