Show client specific data in reports when i have data from multiple clients.

sukhwinder shared this question 2 years ago
Answered

Hi,

I have data from multiple clients(There is a Column With Client Identification in my view) while opening reports I need to view data of the only Login Client. Is it possible to change filter's default value dynamically so I can only view records of Login Client?


Regards

Best Answer
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Hello Sukhwinder,


Is your system setup to use Client Orgs?


If so, I have a short guide here on how to filter a report by client org ID:

  1. Have Client Orgs enabled and ensure that the Client ID is set for each client org – this will be used as the identifier within the View filtering
  2. Within the view – created at the default Org level, in the preparation layer, select the field that you want to filter the view on and select Edit Format.
  3. Under the Access option select Access Filter and choose the Client Reference ID as the filter setting.
  4. Note the logic in the wording of Access Filter Logic. Ensure you have the correct setting here, by default it is set to filter the view to only show the Client Org the user is a member of. Setting the switch to On (blue) will reverse the logic and will show any data that IS NOT part of the Client Org.
  5. Publish the view.
  6. Next edit any report you wish to show with the filter operating and flip the switch to enable the access filter. If you do this at the default Org level, you will see no data. Simply because the Client ID is default, not a clients.
  7. Log in as a client and select the same report – you will now only see that client data.

I have also recorded a video showing this in action and how to configure it.


Video URL :


https://youtu.be/m6-K_neuw-0


if you are not using Client Orgs, then you would have to use an access filter that is dependent on the clients email address.

This is possible, but more complicated.


Here is our wiki documentation on access filters: http://wiki.yellowfin.com.au/display/USER73/Access+Filters


Best regards,

Pete

Comments (1)

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2

Hello Sukhwinder,


Is your system setup to use Client Orgs?


If so, I have a short guide here on how to filter a report by client org ID:

  1. Have Client Orgs enabled and ensure that the Client ID is set for each client org – this will be used as the identifier within the View filtering
  2. Within the view – created at the default Org level, in the preparation layer, select the field that you want to filter the view on and select Edit Format.
  3. Under the Access option select Access Filter and choose the Client Reference ID as the filter setting.
  4. Note the logic in the wording of Access Filter Logic. Ensure you have the correct setting here, by default it is set to filter the view to only show the Client Org the user is a member of. Setting the switch to On (blue) will reverse the logic and will show any data that IS NOT part of the Client Org.
  5. Publish the view.
  6. Next edit any report you wish to show with the filter operating and flip the switch to enable the access filter. If you do this at the default Org level, you will see no data. Simply because the Client ID is default, not a clients.
  7. Log in as a client and select the same report – you will now only see that client data.

I have also recorded a video showing this in action and how to configure it.


Video URL :


https://youtu.be/m6-K_neuw-0


if you are not using Client Orgs, then you would have to use an access filter that is dependent on the clients email address.

This is possible, but more complicated.


Here is our wiki documentation on access filters: http://wiki.yellowfin.com.au/display/USER73/Access+Filters


Best regards,

Pete

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1

Thanks Peter Turner , This is the exact thing I was looking for.

Thank You


Regards

Sukhwinder

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