Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
In CRM how do you hide the reports that are showing data that the user should not see? Even the out of box reports? RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    He is accessing CRM through IFD. I know there are security roles, but which permission for On Prem would prevent a user from seeing data in reports?
    Saturday, June 11, 2011 12:29 AM

Answers

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    Report hiding functionality is not available out of the box but you can hide certain reports either by controlling the security permission froms SQL Server Reprting Services or you can deactive system default Report entity views and create personal report views (via Advance Find i.e. Sales Reports, i.e. Admin Reports or even you can use report category criteria) and share views with the other users (this will be also very effective way because first of all report will not show in CRM and if user access somehow then report will only show data if the user has permissions to appropriate records or else will give permission denied error)

    I hope this answers your question.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Saturday, June 11, 2011 9:20 AM
  • Question
    Sign in to vote
    1
    Sign in to vote

    This functionality is built in.  The out of box reports and any custom reports off of the filtered views in CRM work off of CRM security combined with Active Directory.

    Simply put, if the user doesn't have access to view the data, it won't show up in the report.

     

    This has been standard since CRM 3.0

    http://msdn.microsoft.com/en-us/library/aa681857.aspx

    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Sunday, June 12, 2011 2:44 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    What if the user isn't a member of the report group in Active Directory?

     

     

    Wednesday, June 15, 2011 1:57 AM
  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    Are not you using CRM 2011 IFD with Microsoft Active directory authenticaiton? if you are using with AD authentication then every user will must a domain account and if no then you must have enabled anonymous authenticaiton in SSRS (have you implemented a custom authentication model in your exsisting SSRS deployment?) then try restricting via NT AUTHORITY\NETWORK SERVICE

    I believe this answers your question.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, June 15, 2011 9:34 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Jehanzeb, yes IFD, these are custom reports being imported and they need to be hidden , well the data needs to by other users, only thing i can think of is some coding in SQL, but im not much of a coder.
    Friday, June 17, 2011 1:10 AM
  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    If youa re using Active Directory authenticaiton with IFD deployment then it will not be an issue and you can configure security via SQL Server Reporting Services Manager.

    I believe this answers your question.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jim Glass Jr Wednesday, June 22, 2011 4:59 PM
    Friday, June 17, 2011 12:17 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Here is the thing, hoping for a good answer:

     

    1. SRS data connector isn't installed

    2. USers who access CRM url cannot see data in the reports

    3. users who access through IFD for CRM can see data.

     

    Would the issue obviously be to install the data connector?

    Tuesday, June 21, 2011 11:50 PM
  • Question
    Sign in to vote
    1
    Sign in to vote

    It doesn't make sense to me that the reports would work through IFD if the data connector isn't installed.

    I would install it though as a probable solution.  It should be included with your install media in the /srsdataconnector folder.

     

    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Wednesday, June 22, 2011 1:58 PM
    Moderator