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  • 1.  Access Portal Reports

    Posted 02-26-2025 15:02

    Hello everyone.  First time posting.

    I am placing reports by county out on the Access Portal and am giving the manager of that county access to the report.  Is there a way that I can turn off the filter option so the manager can not go out and select all and see all records for all the counties.  I only want them to be able to see the attendees for their county they are responsible for.

    Thank you.



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    Donna Gallivan
    Conference and Program Manager
    Illinois Farm BureauUnited States
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  • 2.  RE: Access Portal Reports

    Posted 02-27-2025 10:15

    Yes! When you're at the publishing stage, you can filter and limit  the recipients and even default settings. You can also use tags to identify similar data sets. For instance, create a tag for each county so that the word can be used in the search bar.

     

    https://support.cvent.com/s/communityarticle/Publishing-a-Report-to-Access-Portals?is_article=true&lang=en_US&searchFor=access%20portal

     

     

     

     

    Hallie Loeb

    Program Manager Events & Experience | CDW

    Phone: 847.371.2438

    Pronouns: she/her

     

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