Content Comparison

Under the Location/Dashboard/PM tab of the User Permissions Report dashboard 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 accessBudget/PM/Locations Permissions display each user's access level to Budgets and Planned Maintenance, as well as read access to Locations and Assets.

You can download

the data and email reports to recipients.

Anchor
locaccess locaccess

Location Access

Table

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

Image Added

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

Image Removed

Anchor
dashaccess dashaccess

Dashboard Access

Table

Image RemovedImage Added

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

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

Image Removed

Anchor
pmprms pmprms

Budget/PM/Locations Permissions Table

Image Added

The Budget/PM/Locations Permissions report displays each user's access level to Budgets and Planned Maintenance, as well as read access to Locations and Assets.

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

Downloading All Reports Into One File

You can download all the reports listed in this dashboard.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to download all reports
On the top-right of the screen, click the gear icon. Image Removed Choose the desired format: 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. 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. NteLimit NteLimitCurrency NteApprovalLimitUpdatedBy shows the UserID that last updated the NTE Limit for the listed user NteApprovalLimitUpdateDate displays the date the UserID listed above updated the NTE Limit for the listed user Column width 50% UserID TradePermitted displays the trade(s) for work orders/invoices/proposals to which the user has access. Info An (empty value) indicates all trades are accessible. LastLoginDate shows the last time the user logged into Service Automation.  Info An (empty value) indicates the user has not logged in. Column width 50% Tip title NTE Limit Maintenance An (empty 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 last updated. You may need to make adjustments if the NTE has not been adjusted in a number of years.

On top of the report are all-inclusive filters to help you hone in on key data. All reports on the page are affected by the criteria set in these all-inclusive filters.

Image Removed

You can filter this report by the following criteria:

• Segregation of Duty: Uncheck No to exclude ServiceChannel Support team members from your data.

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.

On the desired table, mouseover the table title. The download iconImage Removedappears.
Image Removed

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