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Status Already exists
Product Alloy Web
Created by Samuel Clark
Created on Jun 17, 2024

RELATED IDEAS

Separate permission groups for running and editing reports

Following a discussion with Causeways it has been highlighted that users require the reports manager group in order to run reports on Alloy. This permission group allows users to not only run reports but also create new ones and edit existing ones.

This is not ideal as users running reports may not have an understanding of how the reporting system works or the data behind it.

We would like to see two separate permission groups. One that allows users to run reports, and one that allows you to change the data source & report documents for reports.

  • ADMIN RESPONSE
    Jul 11, 2024

    Hi,

    Thanks for raising this with us.

    I'm happy to confirm that this functionality is already available in the system through the permissions model.

    To get this working, the user will need to be in the report viewers group and have read/write access to the design of the report they are going to run (might be easier giving them read/write on the reports interface). Once they have these permissions the report function will be available, but the user will not be able to edit the reports in the system.

    Please be aware that if the user does not have access to the required unlying data, the output from the report may not be as expected.


    We do currently have a minor issue with permissions on reports that is due to be resolved in the next release, if you need this setup sooner please contact your project consultant.


    Thanks

    Andy

  • Attach files
  • Samuel Clark
    Reply
    |     Aug 9, 2024

    Just wanted to post an update, this process is now working as expected following the system update at the end of July. Thank you.

  • Admin
    Andrew Hardyman-Richards
    Reply
    |     Jul 11, 2024

    Hi Samuel,

    Yes that would be the gremlin we will be sorting shortly.

    Thanks

    Andy

  • Samuel Clark
    Reply
    |     Jul 11, 2024

    Hello,

    We have tried using the reports viewer group however this wouldn't let users run the report as they don't have permission to the report and it wouldn't show any parameters of the report to run.

    I have set up a permission group to allow read/write access to both individual custom report designs and the reports interface and while I can see the designs and interface when searching from the main screen of Alloy, these do not appear in the permissions editor. Is this related to the permissions issue that you mentioned?

    Kind Regards,

    Samuel T. Clark