In SelectHR, the reports that can be found on the front end of the system are called Crystal Reports. These reports can be set to show unrestricted or restricted data based on their configuration.
When the Crystal Report is set to show unrestricted data, the report will not perform any filtration on the information returned, and anyone who runs the report will see all of the report's data.
When the Crystal Report is set to show restricted data, the report will perform filtering on the data in the report, so that it only shows values based on the binding field and the role of the user running the report.
For example, if you have a Crystal Report that is typically on the HR menu set, but wish to make it accessible to managers, you would need to ensure the Crystal Report is set to restricted before adding it to their menu set.
To change the restriction settings, move to section 2.
Section 2 - Restrict the Crystal Report & set the binding field
To set a binding field on a report, follow the steps below.
In the Admin Tool, click Document Store.
Find the folder that holds the specific Crystal report.
In the right-hand side of the window, right-click on the report that needs to be restricted and select Properties. A new window will display.
Click the Padlock icon to unlock the document. A dialog appears.
Click Yes.
On the side of the window, expand the Crystal tab.
Select the Restrict Report option.
Next to the Binding Field, click Change.
Select one of the filters in the displayed list, then click OK.
The binding field will now be applied against the role filter of the User, and so will restrict what records appear. Generally, the field used would be a Person Number, which will then be assessed against the role filter of the person at the time they run the report.
For example, if you have the Manager filter, which is Employees Managed by Employee, this would show everyone in their direct reports, and all of their direct reports as well.
Section 3 - Add the report to a menu set
In the Admin Tool, click Menus.
Double click on the Menu Set you wish to add the report to.
Ensure the Menu Set is unlocked by clicking the small padlock icon in the middle of the window.
On the left, highlight the area you wish for the report to be shown in (e.g. Employees).
On the right, click Add Item, Existing Document.
Navigate to where the report is found in the Document Store (usually the Reports folder).
Highlight the Report, and click OK.
The report is now added to the menu set.