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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Reporter se...
Microsoft Dynamics GP (Archived)

Management Reporter security settings

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Posted on by BC 640

we have properly setup security in the "Tree" section of the MR report, however we would like to also apply security to certain rows. is it possible to apply security to rows section of report as well?

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    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,061 Moderator on at

    Hi Behzad,

    I don't think this is possible... in MR 2012 the security is managed at the reporting tree level and the lowest level is the tree unit (see below from MR help file) :

    [...]

    Reporting tree security

    The lowest level of security is the reporting tree. The reporting tree lets you assign a specific user or user group to a specific unit of the tree, so that only the specified user or user group can view the reporting unit in any report that is generated by using the reporting tree.

    For reporting trees, report library security works together with unit security. For example, if you grant user permissions to individual units in a reporting tree in Report Designer, that user is automatically granted permission to that report in the report library. In other words, if you grant permissions to a reporting tree in Report Designer, you do not have to grant those permissions again after the report is generated.

    For example, Phyllis wants to generate a report that contains information for David in Marketing and April in Finance. Instead of generating two separate reports, she uses the reporting tree to select the reporting units that only David should view, and to select the reporting units that only April should view. When the report is generated, David and April receive the same report, but they can view only the information to which they have been allowed access.

     

    [..]

    This means you have to organize your reporting trees in departments if you want to limit access to certain data within the report rows.

    Hope this helps.

  • BC Profile Picture
    BC 640 on at

    Thanks Beat, that's what I thought.

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