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Allow Data Security to Flow to SSRS Reports

Modified: 14 Oct 2026 Vista Field Service

Apply contract or job security to your SSRS reports.

The report user in the portal setting Report Viewer username must have full data security access. To configure the SSRS user with data permissions:
  • Copy the name entered in the Report Viewer username setting (Admin > Portal Settings > Document Library > Report Library) and paste it into the VA User Profile.

    This creates a new user in Vista.

  • Apply data security to the new user.

    In SQL, report users are typically configured as part of an Active Directory user group.

To apply contract or job security to SSRS reports, complete the following steps:
  1. Open the SSRS report in Report Builder.
  2. Add the parameter AuthToken (case-sensitive).


  3. To apply contract security, in the query that contains Contract, add the following join clause:

    FROM JCCM

    INNER JOIN DDDS on JCCM.JCCo = DDDS.Qualifier and JCCM.Contract = DDDS.Instance and DDDS.Datatype = 'bContract'

    INNER JOIN DDSU on DDDS.SecurityGroup = DDSU.SecurityGroup

    INNER JOIN [KDS-HRIM].dbo.HRAuthToken on DDSU.VPUserName = HRAuthToken.VPUserName and HRAuthToken.AuthToken = @AuthToken

  4. To apply job security, in the query that contains Contract, add the following join clause:

    FROM JCJM

    INNER JOIN DDDS on JCJM .JCCo = DDDS.Qualifier and JCJM .Job= DDDS.Instance and DDDS.Datatype = 'bJob'

    INNER JOIN DDSU on DDDS.SecurityGroup = DDSU.SecurityGroup

    INNER JOIN [KDS-HRIM].dbo.HRAuthToken on DDSU.VPUserName = HRAuthToken.VPUserName and HRAuthToken.AuthToken = @AuthToken

  5. Save the report to the report server.
  6. In the portal, open the Manage Reports page (Employee Tools > Manage Reports).
  7. Select the Add New button to add the new report.
  8. For the AuthToken parameter, select User's AuthToken as the System Default.


  9. At the bottom of the page, select Preview to view the report.
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