[REPORTS] Client Reports Pull Data Based on Data Sharing Settings
We would like the client reports (like Client History report) to pull information based on the data sharing levels established in the system, rather than just pulling the information entered by your agency.
So the Client History report for example would show the exact same information that you are able to see in the Client History tab.
1
vote
AdminJoel Remigio
(Senior Analyst, Bitfocus)
shared this idea
Pentaho/Canned Reports are developed with sharing settings designed to align with the sharing settings in Clarity. The only exception being if a user is granted access to an admin level report.