If I allow Sales Invoice doctype and check Report in Role Permission Manager then the users will have access to all reports associated with Sales Invoice i.e. Account Receivable, Gross Profit, Sales Invoice Trends, Sales Register etc.
Let’s say I want to hide/disable Gross Profit report for certain role/user…I think it would be nice if there’s permission setting for reports in addition for Doctype permission, so we can allow/disallow users to access reports even its doctype is allowed
Is there work around how to achieve this for now? I’m using v5…
My use case, I want to disallow some reports only, not all reports based on Sales Invoice. The user is able to create invoices and view some reports based on Sales Invoice, but Gross Profit or some other reports are restricted.
Anybody can help me on this? since latest erpnext v5 doesn’t has specific report permission setting.
As an example. User A is able to access sales invoice doctype, doing data-entry and view some reports only of that doctype. But I want to restrict some sales invoice report for them. Is there work around to do this?
The problem is when we allow Report of Sales Invoice Doctype in Role Permission Manager then the users are able to access all reports associated with that Doctype.
No, I am end-user. Can you give an example how to add custom validation for report?
For erpnext experts, as end-user., in my opinion…specific report permission setting would be very useful. We have to make sure, the users are only able to see information that they’re authorized to see. So you might need to consider to add it.
It works in after settings the server as production for the first time, and then enable developer mode.
You will be able to edit and create Doctypes, while for the normal user it works perfectly.
After enabling developer mode and setting the Ref Doctype, this ref doctype setting won’t affect the reports, it is just a reference which will allow you to make a separate permissions for it.
It works on my setup without any issues with the reports’ content