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  • 1.  Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 13:15

    Is it possible to build a custom report with restricted/forced selection of product lines?  The end user has an employee who wants to look at customer sales reports, but this individual's business unit only pertains to 5 Product Lines. Ownership considers sales/customer history data to be sensitive, so they'd like to only grant the access required for this person's specific role.



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


  • 2.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 13:27

    Yes, in Crystal you should be able to specify False for Custom Values within your parameter that contains just the allowed values.



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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 3.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 13:30

    @Brett Zimmerman  There are other users that will need the rights to run the report by all product lines or different product lines.  I am looking for the ability to specify selection availability by user.



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

    Original Message


  • 4.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 13:35

    Ah.  Suppose maybe you could create multiple versions of the report and grant applicable rights via Role Maint.



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------

    Original Message


  • 5.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 14:10

    Reports can't see Roles, but you can enable the PrintedByUser option in Company Maintenance, and hard code the allowed user list into the report.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 6.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 15:04

    Thanks @Brett Zimmerman .  @Kevin Moyes  This is a custom report so it can be enabled or restricted by role using Report Manager. 



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

    Original Message


  • 7.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 15:10
    Edited by Kevin Moyes 11-24-2025 15:10

    Indeed, but that is more of a Yes/No option.  If you want to filter for different users to get results from different product lines, depending on if they are in the restricted group, that is possible with hard coding the user list.

    If users in (list) then productline = (PL-list) else productline <> (PL-list)



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 8.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 15:23

    @Kevin Moyes  That's a great idea.  is there anything that would prevent the user from manually entering a product line not displayed on the list?



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

    Original Message


  • 9.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 15:32

    In your report selection criteria you have the user selection filter, plus the security filter, both applied.  If the user selects PL's they shouldn't, then they get nothing returned (because the security filter excludes those results).



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 10.  RE: Custom Report with Restricted/Forced Selection of Product Lines

    Posted 11-24-2025 15:45

    Excellent!



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

    Original Message


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