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Filtering employee reports to specific roles or groups

Posted by Pacific Timesheet Support on Jul 7, 2011 5:47:00 PM

Employee reports (e.g. Employee Hours, etc.) do not have a built-in filter for limiting the employee records returned to specific roles (permission levels) or reporting groups. But you can do this easily by creating a custom filter using SQL. To limit employee records to a particular named role you can use something like the following SQL custom filter:
 
t_user.roleid IN (select id from t_role where name='Employee')

To limit employee records to a particular named reporting group you would use something like the following SQL custom filter:

t_user.groupid IN (select id from t_group where name in ('Group 001','Group 002'))

To exclude a role or group you would use NOT IN instead of IN in the above expressions. You don't have to be a SQL guru to use custom filters, but it helps to know the basics. An excellent source for information can found at W3 Schools (http://www.w3schools.com/sql).