Custom Reporting -- Limit Viewing A Report By A Task

This article applies to version 4.0.16 of iHRIS and later.

You can limit displaying a report (a report view) to certain users by assigning a task to a report view. This is a three step process. In the example below, we go through the three steps where we want to limit viewing the facility list.

Step 1: Create A New Task

The first step is to create a new task which requires the #Enabling the Tasks and Roles Module to be enabled.

Note: You can also use an existing task rather than create a new one.

Step 2: Assign The Task To A Role

Step 3: Assign The Task To The Report View

Enabling the Tasks and Roles Module

To enable the tasks and roles module, which allows you to edit tasks and roles via the web interface, follow the following steps:

• Click "Configure System"
• Click "Configure Modules"
• Click on "Sub-Modules" to the right of "Pages"
• Select the "Roles and Tasks" module
• Click "Update"