Advanced Reports visibility for regular users

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?

Parents
  • 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

Reply
  • 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

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