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Microsoft Dynamics GP (Archived)

Smart list question - user can see some reports but not others (that he's used before)

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No security has changed - I'm not sure where to check to see why he can see some smartlist reports but not others (in the same section, ie Sales Transactions)

Any suggestions?

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  • Community Member Profile Picture
    on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    May be that is added as favorite visible to specific user id or company only.

  • MattPaulen Profile Picture
    6,912 on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    If you create a test user and assign the same security, is that test user able to see Sales Line Items and Sales Transactions?

  • Community Member Profile Picture
    on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    yes

  • MattPaulen Profile Picture
    6,912 on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    And the Task ID shown is assigned to a Role that is assigned to that User?

  • Community Member Profile Picture
    on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    I see your list and it matches ours exactly - there have been no changes here.

  • L Vail Profile Picture
    65,271 on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    Hi Matt,

    This should fix her up!

    Leslie

  • MattPaulen Profile Picture
    6,912 on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    Now you are dealing with security (even though you said it wasn't changed, something must have).  You'd need to look at the roles and tasks the user has assigned to him.  For one of those tasks, the Smartlist Objects will need to be added (unless you want to add another task to one of their roles).

    Here's a quick screenshot on how to add Sales Line Items and Sales Transactions:

    Smartlist-Objects_5F00_Sales.PNG

  • Community Member Profile Picture
    on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    UGH - now I stand corrected - the end user just showed me that some of the objects are missing.  IE - he can see 'Receivables Transactions' under Sales but not Sales Line Items or Sales Transactions.

  • MattPaulen Profile Picture
    6,912 on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    Yeah, that's definitely odd.  There's not really any security to the favorites that I'm aware of other than the visible to field.  A couple of things I would try:

    1) Switch the Visible To to Company, click Modify.  Then switch it back to System and click Modify.  And see if he can then see it.

    2) If you create a new favorite under Sales Transactions, does he see it?

  • Community Member Profile Picture
    on at
    RE: Smart list question - user can see some reports but not others (that he's used before)

    He can see the Objects and some 'Favorites'.  I've looked at the favorites that he cannot see (but he has seen before) and they are available to 'system'

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