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NW1965
New Contributor III

Security on Cycle Reports

Hi Folks

I'm creating a Cycle Report which is going to be delivered to the newsstand and I'm trying to figure out how that report is secured.  For example, I'd like to cycle over Region in order to create reports for Europe, APAC, EMEA, North America, South America.

When the report is sent to the NewsStand, how I do I make sure that EMEA users for example, only ever see the EMEA report?

 

Thanks,

Nigel.

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Support

Re: Security on Cycle Reports

There are a few ways to tackle this. Here are two (assuming section access is not used):

1. Recipient filters: Create recipient filters for each user where EMEA users for example have the EMEA filter attached to them for each NP user. In this case each user would get reports with EMEA data only. You would do this for users for each Region ie: APAC, Americas etc. Cycle would not be needed since the data is filtered for each user. Only 1 task required but more work managing individual NPrinting user filters.

2. Task filters: Create 4 separate tasks and use a task filter for each region. Use the same report in each of the for tasks below

task 1 task fillter - EMEA

-add your intended region recipients/users

task 2 task fillter - APAC

-add your intended region recipients/users

task 3 task fillter - North America

-add your intended region recipients/users

task 4 task fillter - South America

-add your intended region recipients/users

Users of all above tasks should have Newstand Checked as a destination. You may select your preferred destination and the users will receive correctly filtered reports including newsstand. If you are using user folder destinations, then should ensure that destination folders are also configured for each user to ensure they receive their report with correctly filtered data.

Again, cycling is not necessary for this second scenario.

Hope this helps.

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2 Replies
pradosh_thakur
Honored Contributor II

Re: Security on Cycle Reports

In the connection page when you create connection it will ask you if the user is section access protected, if you check this Nprinting will take of care of this itself.

Thanks

Pradosh

Learning never stops.
Support
Support

Re: Security on Cycle Reports

There are a few ways to tackle this. Here are two (assuming section access is not used):

1. Recipient filters: Create recipient filters for each user where EMEA users for example have the EMEA filter attached to them for each NP user. In this case each user would get reports with EMEA data only. You would do this for users for each Region ie: APAC, Americas etc. Cycle would not be needed since the data is filtered for each user. Only 1 task required but more work managing individual NPrinting user filters.

2. Task filters: Create 4 separate tasks and use a task filter for each region. Use the same report in each of the for tasks below

task 1 task fillter - EMEA

-add your intended region recipients/users

task 2 task fillter - APAC

-add your intended region recipients/users

task 3 task fillter - North America

-add your intended region recipients/users

task 4 task fillter - South America

-add your intended region recipients/users

Users of all above tasks should have Newstand Checked as a destination. You may select your preferred destination and the users will receive correctly filtered reports including newsstand. If you are using user folder destinations, then should ensure that destination folders are also configured for each user to ensure they receive their report with correctly filtered data.

Again, cycling is not necessary for this second scenario.

Hope this helps.

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