This enhancement introduces the ability to surface selected reports and dashboards directly within the My Account section of the storefront. Customers can now securely access relevant reporting data without needing access to the Admin interface.
The feature has been designed specifically for B2B environments where clients want to provide controlled insight access to their customers, while maintaining strict permission boundaries and automatic data filtering.
What Was the Behaviour Before?
Previously, all Insights and Reports were accessible only from within the Admin area. There was no built-in mechanism to expose reports to customers through the storefront.
Although Admin users could configure custom links internally, these were not supported on the customer-facing side. As a result, clients who wanted to share reporting data with their customers either had to manually export reports or provide broader Admin access than was ideal.
There was also no automatic filtering applied based on the logged-in customer when exposing report data externally.
What Has Changed?
Each report and dashboard now includes a new Context setting within the Admin interface. This determines where the report is available.
The available options are:
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Admin (default)
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Public Store
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Both
When a report or dashboard is set to Public Store or Both, it becomes eligible to appear within the My Account section of the storefront. However, visibility is still governed by role-based permissions, ensuring that only authorised users can access specific reports.
Additionally, if a report contains either a customer_id or department_id parameter, the system will automatically apply filtering based on the logged-in user. This ensures that customers only ever see data relevant to them.
A new “default access allowed” configuration has also been introduced. This is set to false by default, meaning that no reports will appear in the storefront unless explicitly configured and permitted.
Also: Timezone Conversion for CSV Downloads
When exporting reports to CSV, date and time values are automatically converted based on the timezone selected from the dropdown within the export settings.
This ensures that datetime columns reflect the correct local time for the selected timezone, rather than the system default time.
It’s important to note that this conversion applies specifically to CSV downloads. Reports viewed directly within the interface will continue to display time values based on the standard system configuration.
This enhancement is particularly useful for businesses operating across multiple regions, where accurate local time representation is critical for reporting and analysis.
Why This Change Is Beneficial
This update significantly improves how dashboards and reporting can be delivered in B2B storefronts.
Customers can now self-serve relevant reporting information without requiring Admin credentials. At the same time, businesses maintain full control over what is exposed and to whom.
Because filtering is automatically applied when appropriate parameters are present, the risk of cross-customer data exposure is reduced. The implementation also optimises permission handling by leveraging role-based logic rather than individual customer IDs for caching, improving performance and scalability.
Prerequisites
Before configuring storefront reports, ensure that:
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The report or dashboard already exists in Admin.
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Customer roles are properly configured.
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Role permissions are defined and tested.
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If automatic filtering is required, the report includes either customer_id or department_id as a parameter.
Please Note: as its always been with Infigo Reporting, we do not provide Out Of The Box reports - you will need to write your own report first before utilising this feature. Or you can use the bog standard Admin reports, just make sure you enable them to show on the storefront side. Its important to highlight that If you wish to write Custom Reports, you will need to upgrade your package from Standard to Pro. Contact your CSM if you wish to upgrade.
Configuration
Setting up storefront visibility requires configuration in both the report itself and the associated role permissions.
1. Set the Permission Context for Dashboards and Reports
Navigate to the Permissions section within the Admin area and open the relevant report for editing (or click on the Add Permissions button if you wish to create a new one). You will now see the Context dropdown. By default, this is set to Admin.
To make the report available in the storefront, change the Context to either Public Store or Both, depending on whether it should remain visible in Admin as well.
Save the report once updated.
It’s important to remember that changing the Context alone does not automatically make the report visible to customers. Permissions must also be configured.
2. Configure Role Permissions
Open the relevant customer role within the Permissions section of Admin. Grant access to the specific report or dashboard.
Because default storefront access is disabled, only reports explicitly permitted to a role will appear in the My Account section.
Once saved, users assigned to that role will be able to see the report when logged in.
3. Storefront Experience
When a customer logs into the storefront and navigates to My Account, any dashboard or reports that meet the following conditions will be displayed:
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Context is set to Public Store or Both
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The user’s role has permission
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Default access remains false (standard configuration)
Reports and dashboards are displayed separately, maintaining clear distinction between the two types.
If the report contains a customer_id or department_id parameter, filtering is automatically applied based on the logged-in user, without additional configuration required.
Please Note: the yellow banner you see above referencing Personally Indentifiable Information (Pii) can be enabled by contacting our Support Team since it is disabled by default. This will ensure your customers know they are dealing with Pii information.
Dashboard Viewing Modes
In addition to standard report access, the dashboard panel provides enhanced viewing options designed for presentation and live monitoring.
Dashboards can be viewed in full-screen mode or expanded to full browser mode for a cleaner, distraction-free experience.
Both modes include a live refresh feature, which automatically updates the data at a selected interval. The default refresh interval is five minutes, but this can be adjusted using the available dropdown.
This makes dashboards especially useful for internal KPI tracking, performance monitoring, or displaying live business metrics during meetings or presentations.
The live mode ensures that displayed data remains current without requiring manual refreshes, making it a practical solution for real-time visibility.
Troubleshooting
If a report does not appear in the storefront, first confirm that its Context is not set to Admin only. Then verify that the correct role has been granted access to the report. Since default storefront access is disabled, missing permissions are the most common cause.
If a report appears but contains no data, review the parameters used. Ensure that customer_id or department_id is included where expected, and that the logged-in customer has corresponding data in the system.
If unexpected data is displayed, check that no hardcoded parameter values were left in place during report creation and confirm that automatic filtering logic is being applied correctly.
For UI-related issues, ensure that no custom styling overrides are interfering with the My Account section.