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Advanced Reports visibility for regular users

Luc Myre

The Advanced Reports section of the application guide states, "Non-admin users can view advanced reports". I've set up some roles where regular users have "read only" access to reports (Edit = None), but they cannot see advanced reports. These don't appear in the Reports list view, and the advanced reports action is not available in the Reports module dropdown list. The only way regular users can see the "Manage Advanced Reports" action is if I grant edit privileges on the Reports module when setting up roles. While this gives access to see advanced reports without the ability to edit (because they're non-admin), it opens up "regular" reports to be edited by regular users, which we want to avoid. How do non-admin users view advanced reports without Edit permissions on the Reports module?

  • 0

    Despite "Manage Advanced Reports" may disappear from the menu on the read-only is set for Reports in Roles for the regular user, they might still be in a position to open Manage Advanced Reports via the direct link to the module along with running reports with direct links.
    If you observe the same behavior on your instance,  it could be suggested to bookmark the link for fast access to the hidden Manage Advanced Reports

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0 Sugar Employee Badge

    Hi ,

    The issue that you are facing is documented as defect #79346. 

    As Dmytro pointed out, this is only preventing the header menu button to show, so you could work around this by adding another button to the Menu as it is stated here. 

    You'll need to create file custom/Extension/application/Ext/Language/en_us.addModuleLink.php with the content: 

    <?php

//create the links label
$app_strings['LNK_ADVANCED_REPORTS_LINK_C'] = 'Advanced Reports List';

    And the file custom/Extension/modules/Reports/Ext/clients/base/menus/header/addModuleLink.php with the content: 

    <?php

$viewdefs['Reports']['base']['menu']['header'][] = array(
    'route'=>'#bwc/index.php?module=ReportMaker&action=index&return_module=ReportMaker',
    'label' =>'LNK_ADVANCED_REPORTS_LINK_C',
    'acl_module'=>'Reports',
    'icon' => 'sicon-reports',
);

    After the repair, the users with Edit permissions will see the new button that will redirect them to the Advanced Reports list: 

    For the other users, you'll then have two buttons that do the same, if you want you can also remove the default one following these steps. 

     

    I hope this helps