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Home > CAREWare > Custom Reports/Performance Measures > Custom Report Field Restrictions
Custom Report Field Restrictions
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To setup Custom Report Field Restrictions, follow these instructions:

 

  1. Log into Central Administration.
  2. Click Administrative Options.
  3. Click Advanced Security Settings.
  4. Click User Group Admin (Reports).
  5. Select a User Group.
  6. Click Manage.
  7. Click Edit Group Restictions.
  8. Enter the custom field selection in the seach field.
  9. Check Granted for that Report Field.
  10. Click Save.

 

Users that are assigned this custom field restriction group in their user accoutn under Manage Report Field Restrictions are uanble to see values for that custom field selection in custom reports.

 

To assign a custom report field restriction group to a user, follow these instructions:

 

  1. Click Administrative Options.
  2. Click Provider User Manager.
  3. Click Manage Providers.
  4. Select the provider.
  5. Click Manage.
  6. Click Manage Users.
  7. Select the user.
  8. Click Manage.
  9. Click Manage Report Field Restrictions.
  10. Click Manage Restrictions.
  11. Check Granted for a Group Name.
  12. Click Save.

 

At this point the custom field selections are listed as Report Field Restrictions for the user. The user should see an * where there would be a result in a custom report for those fields.

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Attachments

Custom_Report_Field_Restrictions.pdf
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