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Enable domain separation on reports

Enable domain separation on reports

Activate the domain separation plugin to enable reports to display content based on data, rules, and settings from the logged-on user domain. See Request domain separation.

Before you begin

Requires role: security_admin

About this task

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

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

Procedure

  1. Navigate to Reports > Administration and select a report to separate by domain.
    If necessary, enable this module.
  2. Right-click the header and select Configure > Dictionary.
  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 these records are global.