Ensure domain separation on a report

To ensure domain separation on reports if the MSP Extensions plugin is not installed, a domain field must be added to the table for reports. This domain field must then be set as a reference field.

About this task

By default, the Domain Support plugin separates data on certain tables by domain. It does not, however, separate reports by domain except if the MSP Extensions plugin is installed. The report will display data only from the user's domain, but the user will be able to see all of the reports.

Follow these steps too ensure domain separation on reports if the MSP Extensions plugin is not installed.

Procedure

  1. Navigate to Reports > Administration (this module may need to be enabled) and select a report to separate by domain.
  2. Configure the form layout and add a new field named sys_domain.
  3. Configure the dictionary on the sys_domain field and fill in the Reference field with the domain for this report. If left blank, the report is global.
    Domain fields appear on reports, and the field references a table. After a domain field exists on a form, all records within the table will have the domain field enabled. By default, all of these records are global.