Sage 100

Sage Intelligence question. Is there any way to hide the demo and built in reports from the Report Viewer? Only some of them are open to allow changing the setting. Some clients don't need all these reports in the Report Viewer menu and I would like to present them with a clean menu of only the reports that are customized for their use.

Me too! Does anyone know?

Yes. Use the Security manager. Create groups as needed and add users to the groups. With the group highlighted, click reports tab. Then select all of the reports for that group. You'll need to activate security, of course.

Awesome @LouWagner I'll give that a try - quick, I hope, question - does activating SI security override Sage 100 security? I recall reading that if a user didn't have access to GL for example in Sage 100 that SI would prevent them from running GL sourced reports?

The short answer is no, SI security doesn't override Sage 100 ODBC security. More below: Intelligence uses ODBC to access Sage 100 data. Therefore, use the ODBC security tab in Sage 100 (not SI) Role Maintenance to limit access people to the data used for Intelligence reports. If a user runs a report which relies on data for which access has not been granted to the user, the report will come up blanks for that data. Still, you are able to use SI security in order to limit the Report Viewer list but it's a limited solution at best in my never-to-be-humble opinion. Basically, I would just use it to keep the list of manageable size. Further on the subject of security, Sage Intelligence keeps all of your report templates in the Report Repository. It's imperative that the location of the Report Repository have server rights set up to limit the access people have. For example, if you put the Report Repository in your main MAS90 folder, or your HOME folder, it may inherit those rights. If so, you may have inadvertently ""leaked"" information to looky-loo employees. As a test, I used Windows Explorer to double click and open a template I wrote for a client a couple of months ago. Financial data was still visible on the spreadsheet template.

@LouWagner I just tried this on a client's 2014 system and the reports are still visible in Report Viewer (although they do not have access). I turned on security, created a group, added users to that group, only selected a few reports for that group, yet all reports are still visible. Did I miss a step?

@BillPfahnl That's supposed to work but try this: In Report Manager, select the report you want to remove from the list. At the bottom of the properties tab, click to select the Show Advanced check box Scroll to the bottom of the options list and de-select the Allow Report Viewer. . . check box. Click the Apply button and you should not see the report on the Viewer any more. Let me know............. Lou

@LouWagner I see how that works for custom reports, but the demo and template reports are locked and we don't have access to the advanced settings.

I see what you mean. When I originally tested it, it didn't even occur to me to attempt to do this on a demo report so we're back to your original question. My apologies. The only info I can find on unlocking it, is that you e-mail support@alchemex.com and they should be able to supply the unlocking password to you.

I think we have the password somewhere here on SC. @EricAnderson ... any ideas?

I would post this question to http://www.sageintelligencecommunity.com - if I had the time I would dig into it but I've got a go live Monday morning and am swamped this weekend

Thanks everyone.