Report builder (Audience)
This feature is part of Moodle Workplace, which is available through Moodle Partners.
Overview
In addition to specifying which users can access a report, we can use the "Relation to the report viewer" report condition to limit which users are listed in any given report, relative to the person who is viewing it.
This can allow a manager to create a single report for others to view information about themselves, or users in their own departments or reporting lines. The condition takes effect according to the user who is viewing the report, meaning it will return different results according to the report viewer and/or their own position within the organisation.
Configuring the condition
After adding the condition to a report, the default state is to list "All users". Selecting "Themselves" will limit the report to information relating to the report viewer. To report on users within an organisation structure, select "Customise...", which presents the following options:
- Reports to the report viewer: for users with a manager position, this will include users who report directly to the user viewing the report
- In the same department as the report viewer: include users who are members of the same department (optionally including subdepartments) as the user viewing the report
If both of these options are selected, it is possible to combine them with boolean operators AND/OR to further refine the report content.
