Limiting reports in the Self-Service Portal

Environment TOPdesk version SaaS / on-premises Requirements Self-Service Portal Answer To make reports visible in the SSP, see KI 6638. If you make a report visible in a tile in the SSP, make sure that only people who can see the tile can see the report.

Environment TOPdesk version SaaS / on-premises Requirements Self-Service Portal Answer To make reports visible in the SSP, see KI 6638. If you make a report visible in a tile in the SSP, make sure that only people who can see the tile can see the report. You can set the visibility of tiles in the SSP Designer. However, if the link is shared with someone who cannot see the tile, they can still open the report. However, the results are filtered according to what a person can see and how the reports are saved. For reports in the SSP, you can only filter so that a person can see their own incidents or all their own incidents and all incidents from their own and all subordinate branches. To see all incidents of your own branch and all subordinate branches in the report, you must check the “Branch” and “Subsidiary branches” boxes on the person card under “Self Service Portal: ‘My requests’, ‘My reservations’ and names available in forms”. When saving the report, you can also select how the report is to be filtered in the SSP. If you filter the incidents by budget holder, only people who have set the budget holder option can see results (outside of their own). People who have not activated the Cost center option will only see their own incidents. It should be noted that the report filters in the SSP are hard filters. If, for example, a person has set a check mark for budget holder and an incident is created by someone who has the same budget holde but a different department, and the report is filtered by department, this person cannot see the incident in the report, although they can open the incident in the SSP. Note If you are in a subsidiary branch, you cannot see any incidents from the main branch. Only the incidents from subsidiary branches are visible.