- Crystal Reports password
- Posted by Brie on October 13th, 2004
I am trying to set up my reports for CRM so that they only pull the
information of the user that is running the report. I have sales guys
running reports and they can see each other's accounts which is not good.
Does anyone know how to add a password to the report so each user can only
view their information in the report. Thank you in advance.
- Posted by John O'Donnell on October 14th, 2004
the reports will show all the crm data your users can see inside of CRM. You
might want to change their security roles to limit what then can read...for
example set it so they can only view their own data etc.
--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSol...aqLanding.aspx
"Brie" <Brie@discussions.microsoft.com> wrote in message
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- Posted by MattNC on October 14th, 2004
I'm not certain that this would work, but how about giving this a try:
Add a parameter to the report according to the KB article
http://support.microsoft.com/kb/834790
However, in the record selection formula, make it look like this:
if {?Owner} = "Mine" then {account.ownerid} = {?UserID}
else false
So what'll happen is this: The user clicks the link to run the report. The
report viewer prompts them to choose a parameter from a dropdown list. They
can choose "Mine" or "All Accounts." If they choose "Mine" the report runs
and shows them their accounts. If they choose "All Accounts" they will get a
blank report.
I think that would work. I've essentially done the same thing with other
reports where I don't want to give the user a second option. Let me know if
it works for you!
Good luck...
"John O'Donnell" wrote:
- Posted by John O'Donnell on October 19th, 2004
that will teach me to read posts late at night. Yes this will work. You can
use the tips below to make the report show only the data a user owns. The
problem is there is 119 reports included with CRM so to stop your sales guys
being sneaky and using these ones you would have to modify or delete the
other 119 reports!
--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSol...aqLanding.aspx
"MattNC" <MattNC@discussions.microsoft.com> wrote in message
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