Reports Permission Level / Display Options

[ChristianS9906]

AppColl offers the ability for users who have Report creation permissions to make a report "Private", which is great. It would be really nice, however, if the Permissions manager in AppColl could have a setting that could give add/delete/modify Report privileges to a user but only for private reports. In other words, that user could add/delete/modify reports that they make, but not modify/delete reports that others have made. Moreover, any report made by such a user would automatically be a "private" report so that others cannot see it. Ideally, those permissions would extend through to the Manage Report Schedules as well, e.g., those users could manage schedules for their private reports, but NOT add/delete/modify schedules for other reports.

For example, we want our practitioners and secretaries to be able to make their own reports and schedule them to be sent to themselves (if desired), but we do not want them to be able to modify other reports, e.g., ones that sys admins have set up for general use by anyone in the firm. Right now, there isn't a happy middle ground that will let us do that. We have to give full report permissions to our users and just trust that they will not accidentally modify a report that they have no ownership of.

It would also be great if the "Reports" combo box in each module could have a toggle that lets the user flip between listing all reports, only private reports, and (possibly) public reports.

Cheers,
Christian

[support_appcoll]

Hi Christian,

Interesting idea. We'll pass it onto engineering.

Thanks,

AppColl Support