Report Security
Note that the standard report categories are associated with the report button option of various modules and sections of Filopto. When the report button of a section is selected, the reports contained in that category of reports are displayed and usable by the user. Example: In the EMR module only the reports listed in the EMR category will be shown.
Therefore, if you wish to limit the use of a report by users, you have two options:
1.Simply re-classify the report to another category for which the user does not have access and it will no longer be available to users from the Reports button.
2.Security can be assigned to a report as a means of limiting the users that are able to use a particular report. Users can be assigned to a Report Security Group which identifies the user members that are able to:
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View a report |
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Manage the report security groups |
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Create a new report |
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Modify an existing report |
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Delete an existing report |
The report Security Groups which control report access are created or modified in the System Settings screen located in the Office Manager tab. The entries consist of user defined groups which identify which users can access which type of reports. For example, below we have created 4 groups that can identify the type of users that should have access to various reports. Using or assigning one or more groups to user may permit a user to have access to various report categories. For example the reports assigned to the group General Staff may also be assigned to an individual which also is a member of the Accounting Group. This type of action give the individual all the General Staff reports and all of the Accounting reports. The system supports as many report groups as you require.
Each users is assigned the report security group (s) in the employee security screen (see below) which is located in the employee profile located in the Office Manager tab, Employee button.
Based on the Access Rights given and the Report Security Group a user has in his user profile, the user will be given access to the reports associated with the Report Security group assigned (more than one group can be assigned to a user). If no rights are given he will only be able to see the reports that have no security settings (see below).
In the Report Manager, each report can be assigned to one or more Report Security groups.
The "Security Groups" button displays either a 0 or a number indicating if any groups have been assigned to the report.
IMPORTANT:
If the report does not have a group assign, then it is available to all users. To limit access to a report you must assign a Security Group to the report and give access to the individuals by assigning this group to their Employee Profile - Report Access section in the security section.
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To assign a Security Group to a report, select the Security Group button which will display the following screen.
1) is the drop down field listing the available groups you entered in the system settings.
2) is the check mark button which once you select an item (double click) will save your choice.
IMPORTANT:
A user which can create or modify reports could potentially create or modify the report parameters and override the security settings governing the report security.
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