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Report permissions

Hi,
Short story: (need to control hiding certain fields in reports + controlling the ability of users to customize dashboards, and add columns in standard/custom reports)

As ERPNext is growing rabidly, and many customers are joining the family, an important issue is emerging as urgent topic to solve, that is the reports permissions field level.

For instance, all of our customers are demanding stock reports to be shared with all of their team members (sales to know what to sell, warehouse keepers, procurement to know what to reorder,…) but they don’t want most of these users to know the item valuation rate, but there is no easy way to do it, so we guess updating this feature is an urgent need at this stage for reporting.

BRs
Hadi

Hadi,

Here is how I tried preventing showing the value for one user.

  • Opened a standard report called “Stock Balance”. It has columns related to values.
  • I removed all the stock value related columns and saved report as “Just Stock Balance”.
  • Went to tool called “Role Permission for report manager”. Ensure that original Stock Balance report is accessible only to (say) Manager. Stock User only had access on the new report.

  • When logged-in as a new user, only new report is accessible. The standard report is hidden for that user.

It’s one time effort, but you can very much configurable for the documents which has Value field but needs to be hidden.

Will be helpful if you can share more examples, like I shared above.

Thanks Umair

We had this approach many times, as you can see below:
screenshot1

but the issue is that they can still add columns with prices to the new custom report:

In my test account, user doesn’t custom button at all. The permission for report edit and write is given to very few. Please ensure in your account also, All role has only read permission on the reports.

Screenshot 2021-12-24 at 2.41.02 PM

Here is the image of a user accessing a custom report, without any customization option.

Screenshot 2021-12-24 at 2.47.52 PM

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