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Scheduled reports security and hidden filters

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Scheduled reports security and hidden filters


Security On Scheduled Reports

Scheduled reports only supports per-user security using the Link format.  Scheduled attachments will not apply hidden filters normally, but you can apply security through PreExecuteReportSet() based on the security of the report owner or tenant.  If per-user security is required, the Link format will require the user to login before seeing the report.  Tenant level security is implemented using SchedulerTenantID in which if we have companies A,B,C and SchedulerTenantID = "OrgID."  When schedudler runs, if the TenantID is not blank for a report, "OrgID=A" gets added as a filter for the report. It then re-runs for B and C.  By Default TenantID is blank.  This makes it so tenants can create reports that go out as attachments while the data still gets filtered.

Please see the main How-to on scheduled reports for information on configuring scheduling: Configuring report scheduling.




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