Reporting Security

[will.good]

Hi All,

The need has come for us to share some data with other members of our company via reporting and I think this has lead to some enhancement requests around the security of reports

For the purpose of this enhancement, I am referring specifically to the Reporting page found at com.hornbill.servicemanager/reporting/reports/ (but should also be applied to the same sections in Chat / Core / other apps that may use this kind of reporting).

 

We would like the ability to be able to share a report with a Person, or Team. This would mean that this person or team would only be able to see reports in com.hornbill.servicemanager/reporting/reports/ that have been published and shared for them. This could potentially be done by creating a role called 'Reports Viewer', with the person creating / sharing the reports having a 'Reports Admin' role.0

This should also come with the ability to 'Lock' or 'Unlock' filters so that they cannot change some and can change others.

 

The use case for this is: we have partners around the business who are hungry for data, and continually ask for more information on requests we are receiving. It would be handy for us if we could give them access to run reporting (through reports that we have published and shared with them to view). This allows them the flexibility to run whenever they need them.

The request with filters is so that we can, for example, publish a report that has a locked filter of Team = 'General' so they are only able to run this report for requests belonging to the specified team, but also have the flexibility to amend the filter for say Category so they can insert a relevant category to report on.

 

Appreciate this may generate some questions, so happy to discuss this

[Steve Giller]

15 minutes ago, will.good said:

The request with filters is so that we can, for example, publish a report that has a locked filter of Team = 'General' so they are only able to run this report for requests belonging to the specified team, but also have the flexibility to amend the filter for say Category so they can insert a relevant category to report on.

This can already be achieved by providing the full set of data from a Report in a CSV/Excel format, and allowing the Team to filter the data from there.

We also offer an Enterprise-level reporting platform which is likely to be more suited to this requirement.

[will.good]

17 hours ago, Steve Giller said:

This can already be achieved by providing the full set of data from a Report in a CSV/Excel format, and allowing the Team to filter the data from there.

We also offer an Enterprise-level reporting platform which is likely to be more suited to this requirement.

I can see the reasoning behind the excel solution.

I still think the ability to 'publish' or share reports with specific people is necessary, as I can then create a report that they can run. At the minute the reporting user role gives them access to see all reports that exist and run whichever ones they want, there should be a way to only allow certain people to run reports when they require them.