Sage 100

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  • 1.  Business Insights Explorer - Saving a Custom Report

    Posted 05-26-2024 13:49
      |   view attached

    I modified a Standard Business Insights Explorer report and saved it as Public.  How can I restrict users to this report?  Users shouldn't be allowed to run the Standard report.  They should only be allowed to run the modified Public version.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 2.  RE: Business Insights Explorer - Saving a Custom Report

    Posted 05-27-2024 13:50
    Edited by David Speck II 05-27-2024 13:50

    You can select the preferred view setting, click File, and then click Default Setting For All Users.

    Alternatively, you can make a backup copy of the default.ev file under MAS90\BIExplorer\Views\[view name], then rename your view file to default.ev.

    I don't believe there is any way to control access to views like with Roles in Sage 100 and trying to use NTFS permissions to deny access to the default.ev caused BIE to be unresponsive even when another view was marked as default.



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    David Speck II
    Blytheco LLC
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  • 3.  RE: Business Insights Explorer - Saving a Custom Report

    Posted 05-27-2024 14:32

    Thanks David.  That's great information and it gets me most of the way to the solution.  As you mentioned, there aren't any role permissions, so users can seemingly modify the views if they can run them.  For example, the customer likes the Open PO by Vendor Name View, however, they don't want employees to see the information for the five vendors that are company shareholders.  We can filter out the five vendors / shareholders from the view but there doesn't seem to be a way to prevent a user from changing the filter.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------