Stop users from creating old / core UI reports - Platform Analytics soft migraiton

[Julie21]

Hi. 

We are starting a soft migration to Platform Analytics. As a step in this, we would like to prevent users from creating any new reports and dashboards in the core UI tool and thereby force them to use Platform Analytics. So they should be able to create reports and dashboards from scratch, and they should be able to create reports by right-clicking on the header of a table (where you can choose "Bar Chart" and "Pie Chart" and are redirected to the core UI reporting tool). 

Does anyone have an idea of how to do this?

Thanks! 

[Claire Ashdown2 · Accepted solution]

So you would like the Bar Chart and Pie Chart options to redirect to Platform Analytics? If so, you can turn off the sys_ui_context_menu records for Bar Chart and Pie Chart associated with the core UI and turn on the ones for PAR. That's one of the things that fully activating PAR does.

If you want to soft prevent reports from being created, I'd recommend removing Reports - View / Run from your filter navigator. If you want to be more strict, you could remove roles from users related to report create/write access (different from the new visualization create/write access). The dashboard roles are unfortunately shared across both the old core and new PAR dashboards.