Viewing Reports from the Client Portal
Is there a way to restrict which reports can be viewed from the Client Portal? Is there a selection in the "Owner and Visibility" report settings that needs to be selected/de-selected?
Thank you,
Kristi
Missouri State University
Asked by Kristi Oetting
on Fri 11/1/24 6:03 PM
Last edited Fri 11/1/24 6:11 PM
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Answer (1)
This answer has been marked as the accepted answer
Mark Sayers
Mon 11/4/24 9:26 AM
Hi Kristi,
There isn't a client-portal specific setting for visibility, no. If a person can view the report in TDNext they can generally view it in the client portal too.
Sincerely,
Mark Sayers
Sr Support Consultant, CS
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