How do I hide Personal Identifying Information (PII) from reports?

1. Login to the Central Administration domain
2. Click on Administrative Options>Advanced Security Features>User Group Admin (Report)
3. Highlight PII Restricted User Group and press F2 or click on F2: Edit Group Permissions
4. Using the filter text box on the right search for the first additional field you would like to hide on a report
5. Highlight the field and click Add to Template
6. Repeat steps 4 & 5 for all fields you would like to hide
7. When done press F1 or click on F1-Save
8. Close back to the main menu
   

1. Login to the Central Administration domain
2. From the main menu go to Administrative Options>Provider/User Manager
3. Expand Real Time Providers
4. Double click on your provider domain name
5. Expand Users
6. Right click on a user's name and select Manage Report Field Restrictions
7. Highlight a report group in the lower left box
8. Press F2 or click on F2: Add Group to User
9. Press F1 or click on F1-Save
10. Press Close back to Administrative Options
    

1. From the main menu go to Reports
2. Select one of the canned reports such as No Service in X Days
3. Choose the appropreiate report scope
4. Check the check box for Hide Personal Identifying Information *
5. Run the report
   

• If the CAREWare user has the restricted PII group applied to their user account, then the check box will already be checked and the field grayed out.