Dynamic Reports and Interactive Charts. A powerful tool for report creation and data analytics in SugarCRM. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.
#2355 - users can see / analyse all data (also out side from other security group)
Hi Outfitter-Team, we using also your SecuritySuite module on the SuiteCRM Version 7.6.5 . Both working fine – but, all user can see / analyse all data (opportunities) over your “Analytic Reporting Tool”. I checked several times the user and his security group. Important is for us; user in security group A can analyse only data (opportunities) from security group A. How I can manage? Thanks in advance Michael
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8 years ago
Now, I installed / update the SuiteCRM to 7.7, your Analytic Reporting tool to 1.7 and SecurityGroups - Full Edition to 2.9.4 All works fine, but: All user can see (at your Analytics Reporting Tool) all opportunities, all contacts, etc. Please, we need an solution. We define groups in your Modul SecuritySuite and user have to see only data from the SecuritySuite Group. This works fine, but not in your Analytics Reporting Tool.
Thank you Michael
8 years ago
Hello Michael,
We tried to contact you via e-mail 1 month ago (can you please check e-mail from eva.narunovska@itsapiens.eu ?)
We are IT Sapiens team and we are not very familiar with Security Groups module for Suite, as this was developed not by us, therefore we wanted to ask - can we take a look at your system? Maybe schedule the TeamViewer session?
Than you!
Best Regards, IT Sapiens Team
8 years ago
Thank you for the access to your system. The Analytic Reporting Tool is compatible with Security Groups, just need to add Security Groups and User modules via Report builder and afterwards Filter of 'Current user' has to be set. Visualized Instruction sent to your e-mail and will soon be added to the User Manual as well.
Best Regards, IT Sapiens Team