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MeHowG
Frequent Visitor
7 years ago
Status:
New

Personal bookmarks overwrites hidden filters

Case scenario:

  1. You create a report based on data              .
  2. You publish it to Service. [Field1] is set as a filter that end user can interact with
  3. Report is online and user creates Personal Bookmark to see only X value of [Field1]
  4. After time you change report in the Desktop to show only Z value of [Field2]. You put restriction into report level filter and hide it as you don’t want your users to interact with it. You publish report to the Service.
  5. Then your end user opens report in service
  6. At the beginning (default view) the proper view is displayed (Z value of [Field2]).
  7. But when user uses his personal bookmark, he can overwrite hidden filters and he will be able to see all the values for [Field2].

This behavior makes usage of personal bookmarks risky/inconvenient. 

Imagine you have a report that about Productivity. Up to now, you have been reporting all the data, but one day Headquartes decides that they do not want to see data for new production lines in the oficial report. The easiest way to do that is to filter out new production lines. You are doing that but you cannot be sure that of all your report viewers see the official data right now. You need to ask them to delete old bookmarks, reset report to default and create new bookmarks.