INFORMATIONAL ** THIS INFORMATION HAS NOT BEEN VERIFIED **
How to allow certain reports to be visible only when logged into a specific company
Entry Type: Informational
Product: Sage MAS Intelligence
Application: SMI Report Manager
Version Reported: 7.40
Subject:
How to allow certain reports to be visible only when logged into a specific company in Sage MAS Intelligence.Possible Resolution:
Since a site may have more than one set of company data (e.g. a holding company that has 5 separate companies) it may be necessary to have some reports that are specifically for one, for multiple or for all of the companies. In this scenario it may be useful to make certain reports visible only when logged in to a given company. For this Sage MAS Intelligence Reporting provides the concept of Scoping, where a report can be "scoped" or made available only when logged in to certain companies. A report that deemed useful across all companies should be Scoped Globally (this is the default for each report).
The most common scenario where a report would be Scoped is probably where Financial Reports are customized. Since customizing these reports usually involves keeping a set of account numbers in a report's excel template, these customized reports become only useful to the company they have been customized for.
In this scenario best practice to customize one of the standard shipped Financial Reports would be to:
- Make a copy of the Standard Report.
- Name the report accordingly (e.g. "Financials for Company SOA" where the company is SOA).
- Open the Scope Manager by clicking on the Home Object and then from the Tools Menu bar, select Manage Object Scope and specify the scope of the report to the relevant company (e.g. company SOA or Systems of America).
