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).
You can download these reports onto your local drive for sharing, viewing, and further data manipulation.
Invoice/Proposal Approval Report
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:
- UserID
- ProposalLimit
- ProposalLimitCurrency
- ProposalApprovalLimitUpdatedBy shows the UserID that last updated the Proposal Limit for the listed user
InvoiceLimit
InvoiceLimitCurrency
InvoiceApprovalLimitUpdatedBy shows the UserID that last updated the Invoice Limit for the listed user
Invoice Limit and Proposal Limit Maintenance
An (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 have not been adjusted in a number of years.
Service 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).
The following data is listed in the report, sortable by these column headers:
- 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
- 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
The value (empty value) indicates the user does not have that level of permission.
Service 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-Only or Read/Edit).
The following data is listed in the report, sortable by these column headers:
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 indicates whether the user has Read and Edit access to the Providers module
- 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
The value (empty value) indicates the user does not have that level of permission.
Report Filters and Sorting
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.
You can filter this report by the following criteria:
Segregation of Duty: Uncheck No to exclude ServiceChannel Support team members from your data.
Sorting Table Data (where available)
- Click the up arrow (column headers) or the left arrow (row headers) to sort data from lowest to highest / A - Z / earliest to latest. Click it again to return to the default sorting.
- Click the down arrow (column headers) or the right arrow (row headers) to sort from highest to lowest / Z - A / latest to earliest. Click it again to return to the default sorting.
Downloading 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 icon
appears next to the table name. Click the icon to choose which format to download your report.
The section title and the table title may have the same name. The table title is smaller and directly above the table.
- On the desired table, mouseover the table title. The download iconappears.
- Click the icon, and then select Download As...
Choose the desired format (PDF, Microsoft Excel XLSX, CSV-formatted, or CSV-raw data).
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.
- On the top-right of the screen, click the gear icon.
- 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.
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