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I have 2 companies that each have their own sales report. But right now both companies see both reports. How can I make report A invisible for company B, and Report B invisible for company A.
Ever since the upgrade for building reports it has made it very hard for me.
Hi Michael,
Reports don’t have company restrictions by default, but you can handle it in two ways:
<t t-if="user.company_id.id == 1"> … report content … </t>
The cleanest way is via groups per company so users of company A don’t even see the menu/report for company B.
Hope this helps!
Hi,
In Odoo, a **record rule** lets you restrict access to records based on conditions, such as the user’s current company. To make reports company-specific, you can create a record rule on the report’s model (for example, `ir.actions.report` or `spreadsheet.dashboard`) and set the domain to `[( 'company_id', '=', user.company_id.id )]`. This ensures that when a user is logged into Company A, they only see records (reports) assigned to Company A, and when logged into Company B, they only see records assigned to Company B. In short, the record rule automatically filters data per company so each company only sees its own reports without manual intervention.
More details, please refer to the links:
1. https://www.cybrosys.com/blog/how-to-create-record-rules-in-odoo-17
2. https://www.odoo.com/documentation/18.0/developer/reference/backend/security.html#record-rules
3. https://www.cybrosys.com/blog/record-rules-in-odoo-15
Hope it helps.
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