Can I restrict the reports only to certain selected users?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted access:
- Click the Reports tab.
- In the Reports home page, click Create Report Folder.
- In the Create Report Folder page, do the following:
- Enter the Folder Name.
- Enter the Folder Description.
- Under Accessibility Details, choose any of the following, as required.
- All Users are allowed to view this Report Folder: Select if you want to make the folder public.
- Show this Report Folder only to me: Select if you would like to enable the folder access only to you.
- Allow the following users to view this Report Folder: Select the users or user roles that can access the folder.
- Click Save.
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