Rock U - Reporting - Reports - Reporting Security

Transcribed Video Content

Okay. So let's talk about some security topics when it comes to reporting. First a few notes. You can control a security on a data view and you can also control security on a report and that will control who can see those data views and edit those data views. So that's your first level of defense. But also when you someone's creating a data view, you can put security on the various filters that are created. So if there's a filter that's gonna filter in giving, you can make sure that only people in the finance team can actually use that or administrator can can use that. And you can look at those filters under admin tool, system settings, data filters. And that's where you can actually set those security of who can actually use those. You can do the same thing on the post filter transforms. So if you wanna control security on those, you can go ahead and do that. But also there's, you can control the security on that report itself too. So who's actually able to view that report. So using all those things to your advantage, you can really make some tight security on this. And one thing that should be noted, if someone has the ability to add a, say a giving field to a report, It's the when the person goes to view the report, it's only gonna look at the security of the report. So the the report author has to be a little bit careful because they might have security to seize things that the viewer of the report doesn't. And so they need to be careful of what they're actually putting on that report because, if they don't secure the report correctly, you might be giving that user access to data that they shouldn't. So just because you can control security on those filters, once the author, makes those filters and puts them onto your data views and reports, the viewer of those will be able to see it only, based on the security of the actual data view or report. So be careful with that one. But there's plenty of choices on how you secure this and it's just up to you to apply the appropriate security.