In our reviews app there are three roles Reviewer, Manager, and HR Administrator.
We have three reports, one for Reviewer, One for Manager, and one for HR Administrator.
The Reviewer report is filtered to show only reviews in which the current user is in the Reviewer field. This functions as expected when testing as another role and another user.
The Manager report is filtered to show only reviews in which the current user is in the Manager and/or Reviewer field. This functions as expected when testing as another role and another user.
Since there is no user field for HR, the 'May be viewed by' setting for the HR view report was set to 'Specific roles' and only the HR Administrator role is checked. However, when testing as another role and user, the report shows all records.
What am I doing wrong?! One would think that when only one role is selected for 'May be viewed by...Specific roles' that only that role would be able to view that report.
Question
Report Access
+2This topic has been closed for replies.
The specific roles portion of the report only implies that it may be viewed the the Reports & Charts drop down for that role. It has nothing to do with report filters or other roles. Any role can view the report, but it will not appear in their Report & Charts drop down.
Hi,
I believe "May be viewed by" is to keep that report from showing in that role's queue of reports. It has no impact on the permissions for that role -- what that role can see and do with regard to records.
+2I worked around this by creating a page for the HR Administrator role and only showing this report on that page, but it still bothers me that setting the access limit in the report settings appears to be useless.
+2Thanks for the feedback. That was not the behavior I expected from the naming of the functions.
'May be viewed by...Specific role' in my opinion implies exactly that the report would then only be viewed by that specific role.
'May be viewed by...Specific role' in my opinion implies exactly that the report would then only be viewed by that specific role.
Do you want Reviewers to only see their records regardless of the report? If so, then go to their role and limit visibility at the role level for both Reviewer and Manager. Then you'll achieve what you want.
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