Report Archive - access to reports ordered by other users
We have people all over the place creating and sending/printing customer invoices. The extremely slim Accounting department needs to handle all the Accounts Payable day-to-day work and all customer invoice related issues. But the Report Archive only support querying invoices ordered by the users themselves. Invoices ordered by other users cannot be retrieved from the Report Archive.
I expect there are several ways to come around this issue. Which would be the simplest and smartest ways? Please advice.
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The Administrator System Privilege in a Permission Set will grant access to the user being granted said permission set access to all items in the Report Archive Distribution (and therefore all reports being printed by anyone whatsoever, not limited to particular reports etc). This will also grant other privileges however such as access to every user’s background jobs or all scheduled background jobs etc, so you should be careful granting that willy nilly.
If you really want to specifically grant specific reports to specific users, it might be easier to create a custom event that recreates archive distribution entrie(s) for a particular result key if that result key is linked to particular desired reports.
If a particular user_name is entered in this table for a particular result key, this would give them access to that result key in the report archive.
An even easier way (no Custom Event/PLSQL Code) would be using Report Distribution Groups and/or Report Rules, but I’m not super familiar with those so I can’t really confirm the exact setup, although it shouldn’t be too complex, as you can Set Archive Property with a Report Rule, and then assign a Report Distribution Group (or direct Users) to it:
Thanks Simon! Our expert system developer used your recommendation and solved the problem.
