A user has reported that doing an 'Export to CSV' from a case report works OK when she does it, but doesn't work for a user 'B' - even though user 'B' has the correct access (we're using ACLs). Masquerading as user 'B' not only does export to CSV not work, but user 'B' doesn't get access to the report criteria. This is on 5.28.3 but I have a test system at 5.35.1. and it's the same. Other non-case reports work as expected for user 'B'
If I create a case report when masquerading as user 'B' then the report works OK and export to CSV works too. If I then masquerade as user 'C' and access the report that user 'B' created I don't get the report filter and cannot export to CSV.
I can't reproduce this when not using ACLs and also not on the demo site as it's not possible to add users. Is this a known limitation of case reports or a bug? Or am I missing something else? I'm surprised there's no discussion on here about this.
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I tried reproducing this and couldn't - I can use export to csv on a case report created by another user and using acls. Could you give a little more info about your acl setup? Also which case report?– DemeritCommented Mar 24, 2021 at 13:20
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It was the 'Case Detail Report' template. I made the user an administrator, but they still didn't see the report criteria and couldn't export to CSV. In general the ACLs restrict users to some custom field sets, although this user wasn't restricted either to custom field sets or to groups of users. The report uses some custom fields added to a case type.– Andy ClarkCommented Mar 24, 2021 at 14:16
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Sorry I still can't reproduce. I'm not sure what would be causing this other than maybe it's set as a private report? Otherwise I can't think of what to check other than to start debugging the code.– DemeritCommented Mar 25, 2021 at 21:51
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Set as a private report? I wasn't aware of that - how is that done? Or do you mean a reserved report?– Andy ClarkCommented Mar 25, 2021 at 22:02
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In the 'Access' tab it was checked as 'Add to My Reports' so I unchecked that. Now when I masquerade as the user it appears to work OK! - with tabs and can export to csv. I'll ask the user tomorrow if works for her. Is this 'working as designed' or what? I;ve not run into this before.– Andy ClarkCommented Mar 25, 2021 at 22:10
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1 Answer
As per comments it sounds like the report is set to Add To My Reports on the access tab (making it private to the owner).
