HaloCRM Guides

In this guide we will cover:

- How to make reports available in the portal 

- How to restrict which reports users can see in the portal

- How to make report publicly available

Make reports available in the portal 

Head to configuration > self service portal, head to the menu buttons area. Here, add the button called 'My Reports'. This button will take users to a page in the portal where they can see all the reports they have access to. In the button configuration, under 'visibility restrictions' you can set which users can see this button, therefore access reports. This is useful if you would only like certain users e.g. managers, to be able to see reporting data. 

Fig 1. Visibility restrictions on portal button

If left blank everyone will be able to see this button, otherwise only the users listed in this table will be able to see the button.

How to restrict which reports users can see in the portal

If you would like some but not all reports to be visible on the portal, you can set this against each report. Head to Reporting > select a report you would like to restrict > availability tab, under 'User Access' de-select the option for 'allow all users to access this report'. 

Now you can select which users (if any) have access to the report. You can set which users have access at the following levels:

- User

- Site

- Customer

- Role 

- Department (v2.166.1+)

- Organisation (v2.166.1+)

Fig 2. User access table against report

Any users in this table, or who come under the entity selected in the table, will be granted access to the report and be able to view it in the portal. 

How to make a report publicly available

To make a report available to anyone (without needing to log in to the portal) you will need to add the report to a dashboard then publish the dashboard. To do this head to configuration > reporting > dashboards > new, name the dashboard, add this report to the dashboard as a widget, save. Now head to the 'user access' tab and enable the setting 'Publish this Dashboard'. Upon enabling you will be given a URL to access the dashboard at. If you would like like users to be able to access the report without needing to log in to the portal, enable the setting 'Allow anonymous access'. This setting will override anonymous access settings on the self service portal. This will allow anyone to view this report at the given URL.  

Fig 3. Publish dashboard setting and allow anonymous access setting

Now, anyone who enters this URL into a browser will be able to see the dashboard.