Versions Compared

Old Version 6

changes.mady.by.user Chellie Esters

Saved on

compared with

New Version Current

changes.mady.by.user Chellie Esters

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Image Removed

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

  • Invoice/Proposal Approval Limits displays the proposal and invoice limits for each user.
  • Service Request Permissions displays whether the user has 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-Only or Read/Edit).
Column
width30%

Image Removed

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.

the data and email reports to recipients.

Anchor
invpropapproval
invpropapproval
Invoice/Proposal Approval Report

Image Added

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


Column
width50%

  • InvoiceLimit

  • InvoiceLimitCurrency shows the original currency of the invoice limit

  • InvoiceApprovalLimitUpdatedBy 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
titleInvoice Limit and Proposal Limit Maintenance

An A null (empty ∅) 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 weren't have not been adjusted in a number of years.

Anchor
srvreqperms
srvreqperms
Service Request Permissions Report

Image Added

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

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

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 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



Info
The value (empty value)

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

that level of permission

access.

Anchor
srvreqwoprms
srvreqwoprms
Service Request/WO Permissions Report

Image Added

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-Only or Read/Edit). This report shows the following fields

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

Section


An (empty value) indicates

 indicates whether the user has

not logged in.

Read and Edit access to the Providers module

Column
width50%

  • UserID

  • 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

Info


  • 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
    bgColor#F9F9F9
    titleColor#0e3367
    titleBGColor#EAEAEA
    borderStylenone
    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.
    Column
    width50%
    • 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

    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
    titleColor#0e3367
    titleBGColor#EAEAEA
    borderStylenone
    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.

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



    Info

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


    Anchor
    commondatafeatures
    commondatafeatures

    Insert excerpt
    All Calls Tab
    All Calls Tab
    nopaneltrue

    Live Search
    spaceKeySCU
    additionalpage excerpt
    placeholderSearch our Knowledge Base
    typepage

    Panel
    titleColor#ffffff
    titleBGColor#5fa7d0
    borderStylegroove
    titleIn this Article

    Table of Contents
    maxLevel3
    minLevel2
    indent20px

    Panel
    titleColorwhite
    titleBGColor#75a346
    titleRelated Articles

    Filter by label (Content by label)
    showLabelsfalse
    max8
    showSpacefalse
    sorttitle
    cqllabel = "label" in ( "enhancedanalytics" , "analytics" , "budgets" , "users" ) and space = currentSpace ( )