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Under Tab 1 of the User Permissions Report you will find the following reports:

  • Location Access displays each user, whether the user is active or inactive in Service Automation, and the access levels by Location, District, and Region.

  • Dashboard Access displays the dashboard access and corporate access of each user (Power User / Admin User / Super Admin User).
  • NTE Approval Limits displays NTE limits and currency, NTE limit updates, the user's last login date, and the work order trades the user is permitted to access.
Tip

For all tables below, click any of the headers to sort columns from lowest to highest. Click twice to sort from highest to lowest.

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Location Access Report

The Location Access report shows the following fields:

Section


Column
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  • UserID

  • UserName associated with the User ID

  • Email associated with the User ID

  • Active_Disabled shows whether the User ID is marked as an Active account or a Disabled account


Column
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  • Location Permitted shows the list of Location IDs the user has access.
  • District Permitted shows the list of Districts the user has access.

  • Region Permitted shows the list of Regions the user has access.



Info

The value (empty value) indicates the user has access to all Locations, Districts, or Regions.

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Dashboard Access Report

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NTE Approval Limits Report

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Downloading Reports

You can either download individual reports or download all reports into one file. Your reports will download with the criteria set in the filters on the top of the page.

Downloading Individual Reports

When hovering your mouse over the data table, an iconappears next to the table name. Click the icon to choose which format to download your report.

Note

The section title and the table title may have the same name. The table title is smaller and directly above the table.


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title⦿ How to download an individual report
  1. On the desired table, mouseover the table title. The download iconappears.
  2. Click the icon, and then select Download As...

  3. Choose the desired format (PDF, Microsoft Excel XLSX, CSV-formatted, or CSV-raw data).

    Tip

    When downloading tables to PDF, PDF (Landscape) is the recommended option.


  4. When prompted, save the report to your drive.

Downloading All Reports Into One File

You can download all the reports listed in this dashboard.

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title⦿ How to download all reports
  1. On the top-right of the screen, click the gear icon.
  2. Choose the desired format:
    1. Export to PDF saves the current page view as a PDF file. Only the data immediately listed on the page will appear in the PDF export.
    2. Export to XLSX saves all data in a Microsoft Excel XLSX spreadsheet. Each table is saved on a different Excel tab.
  3. When prompted, save the report to your drive.


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