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Under Tab 2 of the User Permissions Report you will find the following reports:

You can download these reports onto your local drive for sharing, viewing, and further data manipulation.

Tip
titleSorting Your Data
Section
Column
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  • Click the up arrow next to the headers to sort columns from lowest to highest / A - Z / earliest to latest. Click it again to return to the default sorting.
  • Click the down arrow to sort from highest to lowest / Z - A / latest to earliest. Click it again to return to the default sorting.
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AnchorlocaccesslocaccessInvoice/Proposal Approval Report

The Invoice/Proposal Approval report shows the following fields:

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  • displays whether the user has access to Service Providers (Full Control, Edit, Read Only, or Request For), and access to Work Orders (Read-Only or Read/Edit).

You can download the data and email reports to recipients.

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Invoice/Proposal Approval Report

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The Invoice/Proposal Approval report displays the proposal and invoice limits for each user.

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

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
  • ProposalLimit
  • ProposalLimitCurrency
  • ProposalApprovalLimitUpdatedBy shows the UserID that last updated the Proposal Limit for the listed user


Column
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  • InvoiceLimit

  • Location Permitted

    InvoiceLimitCurrency shows the

    list

    original currency 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.

Anchordashaccessdashaccess

  • the invoice limit

  • InvoiceApprovalLimitUpdatedBy shows the UserID that last updated the Invoice Limit for the listed user



Tip
titleInvoice Limit and Proposal Limit Maintenance

A null (∅) value under InvoiceApprovalLimitUpdatedBy and ProposalApprovalLimitUpdatedBy indicates that the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under InvoiceApprovalLimitUpdateDate and ProposalApprovalLimitUpdateDate (see Service Request Permissions, below) to check when either was last updated. You may need to make adjustments if the limits have not been adjusted in a number of years.

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Service Request Permissions Report

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The Service Request Permissions report shows the following fields

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The Service Request Permissions report displays whether the user has access to the Classic dashboard, the Service Request dashboard, and use the Assets module (Full Control or Read-Only).

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

Section


Column
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  • UserID

  • RedirecttoDashboard indicates whether the user has only Dashboard access

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

  • Dashboard indicates which configured Dashboard the user has access, whether a Main Dashboard or an Expert DashboardInvoiceApprovalLimitUpdateDate displays the date the UserID in the InvoiceApprovalLimitUpdatedBy field listed above updated the Invoice Limit for the listed user
  • ProposalApprovalLimitUpdateDate displays the date the UserID in the ProposalApprovalLimitUpdatedBy field listed above updated the Proposal Limit for the listed user


The value (empty value)
  • Place_Service_Request indicates whether the user has access to Classic Service Request
  • Service_Request_Dashboard indicates whether the user has access to the Service Request Dashboard
  • Asset_Mgmt_Full_Control indicates whether the user has Read and Edit access to the Assets module
  • Asset_Mgmt_Read indicates whether the user has Read-Only access to the Assets module
    • Column
    width50%
    • PowerUser indicates whether the Power User permission was turned on for the user
    • AdminUser indicates whether the Admin User permission was turned on for the user

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

    Info



    Info

    A null (∅) value indicates the user does not have

    that level of permission

    access.

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    ntelimits

    srvreqwoprms

    ntelimits

    srvreqwoprms
    Service Request/WO Permissions Report

    Image RemovedImage Added

    The Service Request/WO Permissions report shows the following fieldsdisplays whether the user has access to Service Providers (Full Control, Edit, Read Only, or Request For), and access to Work Orders (Read-Only or Read/Edit).

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

    Section


    An (empty value) indicates the user has not logged in.

  • Service_Providers_Full_Control indicates whether the user has Full Access to the Providers module

  • Service_Providers_Read indicates whether the user has Read-Only access to the Providers module

  • Service_Providers_Read_Edit indicates whether the user has Read and Edit access to the Providers module

    • Column
    width50%

    • 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


  • 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
    width50%
    Tip
    titleNTE 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 wasn't adjusted in a number of years.

    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.

    Panel
    bgColor#F9F9F9
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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.

    Panel
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    title⦿ How to download all reports
    1. On the top-right of the screen, click the gear icon.
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    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.
    • Service_Providers_Request_For indicates whether the user has Request access to the Providers module
    • Track_WO_PO_Read indicates whether the user has Read-Only access to Work Orders

    • Track_WO_PO_Read_Edit indicates whether the user has Read and Edit access to Work Orders



    Info

    A null (∅) value indicates the user does not have access.


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