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Under Tab 2 of

Under the Proposal and Invoice dashboard of the User Permissions Report you will find the following reports:

  • Invoice/Proposal Approval Limits
  • Service Request Permissions
  • Service Request/WO Permissions

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

Tip
titleSorting Your Data
Section
Column
width70%
  • 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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You can download the data and email reports to recipients.

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ProposalsReport
ProposalsReport

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proprptprms
proprptprms
Proposals/Report Permissions Table

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The Proposal/Report Permissions report displays each user's access level to Proposals and proposal processing.

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

dashaccessService Request Permissions Report

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The Service Request Permissions 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 accountProposals Full Control indicates whether the user has full access to the Proposals module
  • Proposals Read indicates whether the user has Read-Only access to the Proposals module
  • Proposals Create indicates whether the user can create invoices in the Proposals module


  • 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

    Column
    width50%
    Info

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

    Anchordashaccess
    • Proposals Process indicates whether the user can process proposals in the Proposals module
    • Reports Read indicates whether the user has Read-Only access to the Reports module
    • Reports Read Edit indicates whether the user has edit rights to the Reports module



    Info

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


    Anchor
    invperms
    invperms
    Invoice Permissions Table

    Image Added

    The Invoice Permissions report shows each user's access level to Invoices and invoice processing.

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

    Section


    Column
    width50%
    • UserID
    • RedirecttoDashboardInvoices Full Control indicates whether the user has only Dashboard accessDashboardPermissionsfull access to the Invoices module
    • Invoices Read All indicates whether the user is a Dashboard Power User or AdministratorDashboard indicates which configured Dashboard the user has access, whether a Main Dashboard or an Expert Dashboardhas Read-Only access to the Invoices module
    • Invoices Create indicates whether the user can create invoices in the Invoices module


    The value (empty value) Invoices Process indicates whether the user can take action on invoices in the Invoices module
  • Invoices Read Appr Paid indicates whether the user can read and approve invoices, and mark invoices as 'paid' in the Invoices module

  • Dashboard User indicates whether the user can take action on invoices in the Service Request Dashboard

    • 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.


    Anchor

    ntelimits

    Approvals

    ntelimits

    Approvals

    Service Request/WO Permissions Report

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    The Service Request/WO Permissions report shows the following fields

    Invoice/Proposal ApprovalTable

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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


    An (empty value) indicates the user has not logged in.
  • Proposal Limit
  • Proposal Limit Currency
  • Proposal Approval Limit Updated By shows the UserID that last updated the Proposal Limit for the listed user
    • 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


    Column
    width50%
    • 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 Invoice Limit

    • Invoice Limit Currency shows the original currency of the invoice limit

    • Invoice Approval Limit Updated By shows the UserID that last updated the Invoice Limit for the listed user



    Tip
    title
    NTE
    Invoice and Proposal Limit Maintenance
    An

    A null (

    empty

    ∅) value

    ) under NteApprovalLimitUpdatedBy indicates that the NTE was

    under Invoice Approval Limit Updated By and Proposal Approval Limit Updated By indicates that the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under

    NteApprovalLimitUpdateDate

     Invoice Approval Limit Update Date and Proposal Approval Limit Update Date (see Service Request Permissions) to check when

    the NTE

    either was last updated. You may need to make adjustments if the

    NTE wasn't

    limits have not been adjusted in a number of years.



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    downloaduserpermt1

    commondatafeatures

    downloaduserpermt1Downloading 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.
      Image Removed
    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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