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Hide Sales data from Sales Analysis report for other user

Former Member
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Dear All,

           I've set authorization to A/R Invoice by using Data Ownership Authorization. When I input Owner on document, only that user can see A/R invoice detail.

But on Sales Analysis Report, such A/R invoice data still show for other users. How can I hide A/R invoice data from other user on Sales Analysis report?

Please suggest.

Thanks you very much,

Angnam

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
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Dear Angnam,

I believe Data Ownership Authorization can only limit form level data authorization. For system report, it is not based on any forms.

So you need create your own report for your users.

Thanks, Gordon

Former Member
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Thanks you very much Gordon.

It's quite serious point for user because they would like to limit authorization to each sales employee. So, each sales employee cannot see sale price and profit of each other. I just know this limitation of system after implementation.   And it's quite difficult to create report like standard sales analysis report.

Is there another way to solve this problem? Please suggest me.

Thanks,

Angnam

former_member218051
Active Contributor
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Hi angam,

As far as profit is concerned you can handle that through authorization Gross Profit --- No authorization.

But, limiting the report user wise is not possible.

As far as creating a standard Sales Analysis Report you will have to go for SDK.

Thanking you

Malhaar