Report: Restrict to view the data other than data shared in report

[Community Alums]

Hi,

I need a help on the report part, I have created a list view report and provide access to some users. The user must see only the data present in the report. In general when we click on any record the user able to see all the data present in the record. I need this behaviour has to be restricted. The user has to only view the data present in report and he should not able to click on record and view data. Can anyone suggest me how to implement this.

Thanks,

Charan

[Mark Manders]

Did you create it on Platform Analytics or in the 'old' reports? On Platform Analytics you can limit the click throughs. But be advised: sharing a report with some one, means that they have access to the data (all data). So if they go outside the report and look for the data, it will be there.

What is your reason you want to limit them to see only this? You would almost make it a scheduled report you send them as PDF, so you are sure they are not able to view anything else.

[Community Alums]

Hi,

Actually the user who has access should not have access to hr case table because they are restricted to view the data. They user require the case number and the state. So they need report so that they can adjust filter and extract the pdf format. If we schedule report they can only access data based on defined criteria. But the users need flexibility to access the data without defined criteria.

Thanks,

Charan

[Mark Manders]

Without access to data, it doesn't matter how the user tries to adjust the columns, because they won't show.