Assign permissions to reports
Permissions for both module and user groups apply to the Report page and portlet-specific reports. Use report permissions to restrict access to a report to a specific module or user group. If an agency or department uses the Building and Service Request modules, they only see the reports that apply to those modules. User groups such as building inspectors, only see the reports that relate to inspections such as a Scheduled Inspections Report and Inspections by Inspector Listing Report.
Use report permissions to provide security for reports that contain sensitive data. For example, you can assign reports that contain sensitive data only specific management individuals should access, such as revenue based reports, to a specific user group. Only those users in that user group have access to the report.
Topics
Assign permissions to Mobile Office online reports
Permissions for both module and user groups to an Mobile Office Online report apply to the users who run the report in the Mobile Office client:
-
When you assign an Mobile Office online report to a user group, only the Mobile Office users which belong to the same user group can access the report.
-
When you assign an Mobile Office online report to a module, the report is only available for the inspections which belong to the records in the same module.
Remove report permissions
You can remove report permissions when a report is no longer used by a user group or module or if you added it by mistake. When you remove a permission, the user group or module no longer has access to the report.
The navigation tree provides access to the list of reports assigned by module and then be user group from the Reports by user group category. To view all permissions assigned to a specific report, navigate to the report using any of the categories in the navigation tree and, select the Permissions tab.
To remove a report permission
-
From the Administration menu, select Report > Report manager.
-
Expand the category and select the report.
-
Select the Permissions tab.
-
Select the permissions you want to remove.
-
Select Delete.
Set permissions on ad hoc report data sources
Configure access to data and data sources (tables) for the ad hoc report tab in Report manager by setting permissions on a User group and/or Module basis. When you set permissions for a data source, a user in the assigned user group (and/or with access to the assigned module) can use that data source to write reports in the Ad hoc report screen.
Use the standard choice ADHOC_REPORT_DB_VIEW to control which DB views (data sources) are available in the report manager Ad hoc report data sources list. If you do not configure this standard choice, Civic Platform uses default DB Views.
For more information on setting permissions on ad hoc report data sources, see Assign recipients and permissions.
Remove permissions for ad hoc report data sources
You can remove access to data and data sources (tables) for the Ad hoc report page by deleting permissions from the ad hoc Data sources permissions list. When you delete a permission, users from the deleted group or with access to the deleted module are no longer able to use the current data source for ad hoc reporting.
To delete ad hoc reporting permissions
-
From the Administration menu, select Report > Report manager.
-
Expand Settings > Ad hoc report data sources.
-
Select the data source you want to delete permissions for.
-
Select each permission setting you want to delete.
Before you select Delete, confirm your deletion choices. You do not get an opportunity to confirm the deletion after you select Delete.
-
Select Delete.
The current data source is no longer available to users associated with the deleted module or user group for use in their ad hoc reports.