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Questions How to default a report to the logged-on employee

 
Acumatica Report Designer
Last Post by mcraig 2 years ago
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John Wiles
Posts: 4
 John Wiles
Topic starter
June 7, 2023 12:59 pm
(@john-wiles)
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Joined: 4 years ago

I have a report that basically shows the summary tab of the time card screen.  The reason for this report is that viewing the time card in the mobile app is too confusing for the mechanics.  They need to see a summary their time entries for the current pay period.

I have joined the EPTimecardDetail table to the Vendor table and the Vendor table to EPEmployee.  It works great is that you can select from the EPEmployee.AcctCD field to filter the report.  But we don't want the mechanics selecting anyone else's name.  We want to default the logged-on employee (user).

I've been trying various fields using Report.GetDefUI('RowAccessInfo.????').  Unfortunately, I haven't found a value that returns the AcctCD or something that I can use to filter the data.


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timecard
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mcraig
Posts: 65
 mcraig
June 7, 2023 1:23 pm
(@mcraig)
Estimable Member
Joined: 5 years ago

With Time Card System, you can restrict viewing based on the company tree. 

If the mechanics have access to the time transaction but are at the same level then they will see their time entries.

Supervisors, at a higher level above the mechanics and review and approve their time.

Not sure if this is what you were looking for but wanted to share.

Matt


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