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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:

You can download the data and email reports to recipients.

Service Request Permissions displays

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ProposalsReport

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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:

Section


Column
width50%
  • UserID
  • Proposals 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 Classic dashboard, the Service Request dashboard, and use the Assets module (Full Control or Read Only).
  • Service Request/WO Permissions displays whether the user has access to Service Providers (Full Control, Edit, Read Only, or Request For), and access to Work Orders (Read or Read/Edit).

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

    Sorting Your Data
    Tip
    title
    • the Proposals module
    • Proposals Create indicates whether the user can create invoices in the Proposals module


    Column
    width50%
    • 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.


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    invperms
    invperms
    Invoice Permissions Table

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    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:

    invpropapprovalInvoice/Proposal Approval Report
    Section


    Column
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    		70%
    • 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.
    Column
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    Anchorinvpropapproval
    • UserID
    • Invoices Full Control indicates whether the user has full access to the Invoices module
    • Invoices Read All indicates whether the user has Read-Only access to the Invoices module
    • Invoices Create indicates whether the user can create invoices in the Invoices module


    Column
    width50%
    • 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



    Info

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


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    Approvals
    Approvals
    Invoice/Proposal ApprovalTable

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

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


    Section


    Column
    width50%
    • UserID
    • ProposalLimit
    • ProposalLimitCurrency
    • ProposalApprovalLimitUpdatedByProposal Limit
    • Proposal Limit Currency
    • Proposal Approval Limit Updated By shows the UserID that last updated the Proposal Limit for the listed user


    Column
    width50%

    • InvoiceLimit

    • InvoiceLimitCurrency

    • InvoiceApprovalLimitUpdatedByInvoice 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

      info

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



    Tip
    title
    NTE
    Invoice and Proposal Limit Maintenance
    An

    A null (

    empty

    ∅) value

    ) under InvoiceApprovalLimitUpdatedBy and ProposalApprovalLimitUpdatedBy

    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

    InvoiceApprovalLimitUpdateDate and ProposalApprovalLimitUpdateDate (both under

     Invoice Approval Limit Update Date and Proposal Approval Limit Update Date (see Service Request Permissions

    , below

    ) to check when either was last updated. You may need to make adjustments if the limits

    weren't

    have not been adjusted in a number of years.



    Anchor

    srvreqperms

    commondatafeatures

    srvreqpermsService Request Permissions Report

    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). This report shows the following fields:

    Section
    Column
    width50%
    • UserID
    • InvoiceApprovalLimitUpdateDate 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
    Column
    width50%
    • Place_Service_Request
    • Service_Request_Dashboard
    • Asset_Mgmt_Full_Control
    • Asset_Mgmt_Read
    Info

    The value (empty value) indicates the user does not have that level of permission.

    AnchorsrvreqwoprmssrvreqwoprmsService Request/WO Permissions Report

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

    Section Column
    width50%

  • UserID

  • Service_Providers_Full_Control

  • Service_Providers_Read

    • Service_Providers_Read_Edit

    Info

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

    Column
    width50%
    • Service_Providers_Request_For
    • Track_WO_PO_Read

    • Track_WO_PO_Read_Edit

    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
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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.
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  • 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.

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