Restricting Access to Standard Reports


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It is possible to remove access to individual reports on a user by user basis.  This is beneficial when you do not wish certain users to have access to sensitive information or if you simply wish to remove unnecessary reports from a user's view for the sake of simplicity.  The setup for this feature must be performed in your ActiveM database.

 

Open your ActiveM database using SQL Server Management Studio (for SQL Server 2005, Enterprise Manager for SQL Server 2000).  Open the Reports and ReportDisplay tables.

 

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Locate the report you wish to remove from a user's view and note its ID.  For this example we will work with the standard invoice report which is ID 126.  The first column in the table is the ReportID.

 

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Next move to the ReportDisplay table.  Enter the ReportID from the Reports table into the ReportID field and enter the user's sxRuntime user name into the UserName field.  To hide the report in the reports switchboard enter False into the Display field.

 

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The next time this user opens the reports switchboard the report setup to be hidden will not be displayed.

 

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Note that this feature does not remove report options from module reports menus.