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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.

You can download

these reports onto your local drive for sharing, viewing, and further data manipulation. TipFor all tables below, click any of the headers to sort columns from lowest to highest. Click twice to sort from highest to lowest.

the data and email reports to recipients.

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Location Access Report

The Location Access report shows the following fieldsdisplays each user, whether the user is active or inactive in Service Automation, and the access levels by Location, District, and Region.

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The following data is listed in the report, sortable by these column headers:

Section


Column
width50%

  • UserID

  • UserName associated with the User ID

  • Email associated with the User ID

    Info

    A null (∅) value indicates there is no email associated with the user.


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


Column
width50%
  • 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

  • Empty values indicate all Locations, Districts,

or

  • and Regions are accessible to the user.



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Dashboard Access Report

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AnchorntelimitsntelimitsNTE Approval Limits Report

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Anchordownloaduserpermt1downloaduserpermt1Downloading 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 iconImage Removedappears 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
  • On the desired table, mouseover the table title. The download iconImage Removedappears.
    Image Removed
  • Click the icon, and then select Download As...

    • 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.

  • 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
  • On the top-right of the screen, click the gear icon.
    Image Removed
  • 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.
    • When prompted, save the report to your drive.

    Image Added

    The Dashboard Access report displays the dashboard access and corporate access of each user (Power User / Admin User / Super Admin User). 

    Info

    A null (∅) value indicates no dashboard association or redirect is assigned to the user.

    The following data is listed in the report, sortable by these column headers:

    Section


    Column
    width50%

    • UserID

    • Redirect to Dashboard indicates whether the user has only Dashboard access

    • Dashboard Permissions indicates whether the user is a Dashboard Power User or Administrator

    • Power User indicates whether the Power User permission was turned on for the user


    Column
    width50%
    • Admin User indicates whether the Admin User permission was turned on for the user

    • Super User indicates whether the Super User permission was turned on for the user

    • Dashboard indicates which configured Dashboard the user has access, whether a Main Dashboard or an Expert Dashboard
    • Region Permitted shows the list of Regions the user has access


    Anchor
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    ntelimits
    NTE Approval Limits Report

    Image Added

    The NTE Approval Limits report 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.

    The following data is listed in the report, sortable by these column headers:

    Section


    Column
    width50%

    • UserID

    • TradePermitted displays the trade(s) for work orders/invoices/proposals to which the user has access.

      Info

      A null (∅) value indicates all trades are accessible.


    • LastLoginDate shows the last time the user logged into Service Automation. 

      Info

      A null (∅) value indicates the user has not logged in.



    Column
    width50%
    • NteLimit
    • NteLimitCurrency
    • NteApprovalLimitUpdatedBy shows the UserID that last updated the NTE Limit for this particular user.

    • NteApprovalLimitUpdateDate shows the date the NTE Limit was updated.

      Tip
      titleNTE Limit Maintenance

      A null (∅) value under NteApprovalLimitUpdatedBy indicates that the NTE was never updated after the initial setup. Use the date listed under NteApprovalLimitUpdateDate to check when the NTE was initially set up; you may need to make adjustments if the NTE has not been adjusted in a number of years.



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