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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SSRS Report display ba...
Microsoft Dynamics CRM (Archived)

SSRS Report display based on security role

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Posted on by NILANKA SEKHAR PAUL 340

Hi all,

I have created SSRS Report but i need to show that report based on user role. When any user open that report in CRM then the Report want parameters based on City , State. The report should display results based on the Security role of that user who want to view the report means the Sales Person in one region should not see the report of another region.

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  • Suggested answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,710 on at
    RE: SSRS Report display based on security role

    Check this link,

    community.dynamics.com/.../154465

    www.magnetismsolutions.com/.../show_or_hide_reports_for_certain_users_dynamics_crm_2011

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at
    RE: SSRS Report display based on security role

    They are only individual or organization report.

    While Individual report, can only owned by A TEAM or A USER.

    Refer the following thread:

    community.dynamics.com/.../154465

    community.dynamics.com/.../191986

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: SSRS Report display based on security role

    Hi Nilanka,

    SSRS report follows the security role if you are using filteredview or fetchxml. Are you accessing CRM tables directly?

    Thanks,

    PS

  • NILANKA SEKHAR PAUL Profile Picture
    NILANKA SEKHAR PAUL 340 on at
    RE: SSRS Report display based on security role

    No , I am using FilteredView approach.

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at
    RE: SSRS Report display based on security role

    Refer this:

    crmtipoftheday.com/.../reflecting-current-user-ssrs

    community.dynamics.com/.../157281

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: SSRS Report display based on security role

    Can you tell what exactly u r getting as result: No record or all the records?

    If it is all record then it means the credential of current user are not being passed rather system admin account is being used to run report. Can you go to http://servername/Reports and configure Connection String.

    You can refer here :rajeevpentyala.com/.../ssrs

    Thanks,

    PS

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