How to block Users from using a Custom Report

This article describes how to block all or some users from running a report created in the Report Builder.

NOTE: In order for the user to be blocked effectively, you must first remove the Report Builder from their permission. Click here for instruction.

How to stop all users running a custom report

Open the Report Builder

Open the Report Builder

1: Click Reports from the menu.

2: Click Report Builder from the drop-down list - the Report Builder will open.

Select the Report to edit

Select the Report to edit

1: Click on the required report.

2: Click edit - the Report Details window will open.

Toggle the report's visibility

Toggle the report's visibility

1: Untick the Is Visible check-box.

2: Click OK to save and close the window.

NOTE: The program will have to be restarted before the changes take effect.

How to block some users running a custom report

Open the Report Builder

Open the Report Builder

1: Click Reports from the menu.

2: Click Report Builder from the drop-down list - the Report Builder will open.

Select the Report to edit

Select the Report to edit

1: Click on the required report.

2: Click edit - the Report Details window will open.

Toggle the report's visibility

Toggle the report's visibility

1: Tick the Is Visible check-box.

2: Click OK to save and close the window.

NOTE: The program will have to be restarted before the changes take effect.

Open the User window

Open the User window

1: Click Admin from the Menu.

2: Select Users--> Users from the drop-down menu - the Users window will open.

Select the required User

Select the required User

1: Select the required User.

2: Click Edit - the Users' window will open.

Change the permission

Change the permission

1: Click the Permissions tab - the Permissions window will open.

2: Expand the Custom Report Items section.

3: Untick the report's permission check-box.

4: Click OK to save and close the window.

NOTE: The program will have to be restarted before the changes take effect.

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