Monday, 25 July 2016

Restricted Reports - Hiding sensitive and/or financial reports

With the introduction of the newfinance module, TrakIT contains a lot more sensitive data than it used to. Although, finance information is tightly controlled by finance roles, finance related data fields added to custom or advanced reports are not restricted from curious users.

In the latest update of TrakIT, you can create "Restricted" custom or advanced reports. Restricted reports are those reports to which only the creator of the report has access to (and System Administrators as well).

An existing report cannot be converted to a restricted report and vice-versa. To create a new restricted report, simply select the checkbox when creating a new report.




Once a restricted report has been created, it will have a icon next to the report name. The report will be visible only to you and to System Administrators. Hence, other users will not be able to see fields or subscriptions being used in the reports.

When creating a restricted report, please be careful of who you add as a recipient for the report as TrakIT cannot control who you send the report to.

For any questions or concerns, please contact TrakIT Support.

No comments:

Post a Comment