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Hide Report Options

The Hide Report Options feature allows users to restrict or hide specific report options when sharing a report with another user. This ensures controlled access during report execution for shared reports.

Use Case

Consider a scenario where a user wants to share a report with a Demo user, but wishes to control which report options (such as Export or Print) are visible when the Demo user executes that report.

Objectives

Hide or restrict specific report execution options for other users.

Prerequisites

  1. For this example, we’ll use Customers details.rptdesign.

  2. Download the required sample files from the link hidereportoption.zip

  3. Upload the Customers details.rptdesign to the Report Section of the application. .

  4. For detailed steps on uploading reports, refer to this link.

Steps to Hide Report Options

  1. Click on the report you want to share while controlling which options are available during its execution.

  2. Right-click the Customer Details report and select Hide Options from the context menu.

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  3. The Hide Options dialog box will appear.

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  4. In this window, you can choose to share the report with specific Users or Roles. Use the radio buttons to toggle between Users and Roles.

  5. From the Available Users list, select the Demo user, or type “Demo” in the Search User box to find them quickly.

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  6. Click the Hide Icon Hide icon to confirm your selection and apply the settings.

  7. The Settings dialog box will appear. In the Hide Options in Report Run section, select the options you want to hide from the user (e.g., Demo user) during report execution. Click SUBMIT to apply your changes.

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  8. Click SUBMIT again. A confirmation popup will appear, indicating that the report was shared successfully.

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  9. Log out from the application, and then log in again using the Demo user credentials.

  10. After logging in, navigate to the Report Section from the Hamburger menu by selecting Documents -> Reports.

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  11. The Customer Details report will appear in the Report List view.

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  12. Double-click the Customers details report to open the Schedule window.

  1. To execute a report immediately, click on the Run icon button. The report will execute and open in a new browser tab.

  2. The Demo user will now see three report options at the top-left of the report viewer window:

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  1. In the example above, only three options are visible because the first user chose to hide two of them. In the example above, only three options are visible because the first user choose to hide the Hide Export Data Icon and Hide Print Icon.

  2. As a result, the Demo user can view only the three visible options while running the report.