A client runs several night shelters for the homeless & uses Civi. They want to email a 'daily activity' report to staff & volunteers - the content of which is confidential. All staff & volunteers have access to Civi. The report consists of information about who is duty manager, a list of guests with notes and some information about other local homeless accommodation - so much of it is fairly dynamic and could be in a message template, a Word document or spreadsheet. Because it's confidential we don't want to send the actual report in the email, because the receiver of the email would of course retain the email with the report in their account. To avoid this we want to just send an email with a link to the report that's somewhere in Civi. We tried Google Docs but ran into access problems. Suggestions are very welcome on how this might be achieved in Civi, please! We're using Drupal, Civi is at 5.19.3, open to using webforms & Views.

1 Answer 1


I would be building it as a View and setting the Roles for access to the View from there.

  • Thanks, Pete. That's exactly what I've done & it looks good (so far!)
    – Andy Clark
    Dec 9, 2019 at 21:02
  • Cool. Can you pls Accept the answer then
    – petednz - fuzion
    Dec 10, 2019 at 1:46
  • I already did... and thanks again.
    – Andy Clark
    Dec 10, 2019 at 8:05
  • Hi Andy - I am not seeing that. I see some upvotes on the Answer (so thanks if one of those was you) but I do not see a green tick which is what an Accepted ticket looks like. If you have done that then not sure why I don't see that.
    – petednz - fuzion
    Dec 10, 2019 at 17:48
  • Ah OK ticked it now
    – Andy Clark
    Dec 10, 2019 at 18:04

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