Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Report access

Posted on by 2,397

I have an issue when different people with different role access, they can see different reports, they are supposed to see the same. For each report, it is viewable by organization. I have no idea what else settings could be causing this, please advise

*This post is locked for comments

  • Verified answer
    NicksTuk Profile Picture
    NicksTuk 1,833 on at
    RE: Report access

    Are they seeing different reports available, or the same report with different outputs?

    If it's the same report, then security trimming kicks in to only show data you have permission to read.

    If different reports, then it could be reports assigned to specific roles. Check the role based permissions.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Report access

    Hello,

    What issues do you experience with it? User will not see more data then he/she can get using Advanced Find.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans