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admin_reports [2016/02/22 17:56] lisa.maloneyadmin_reports [2024/08/26 16:56] (current) tina.robles
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 **Admin Reports** **Admin Reports**
  
-{{:pasted:20160222-174320.png}}+{{:pasted:20240826-164925.png}} 
 + 
 +----- 
 +**Export Reports** 
 + 
 +To view the Export reports in the Admin report list click the export menu option.  In the popup, click the Generate button.  Once the report is ready, click the hyperlink that displays in the generated reports section to open the report. 
 + 
 +{{:pasted:20240826-165115.png}}
  
 ----- -----
 **User Login History** **User Login History**
  
-The User Login History report displays the Login and Logout information for users.  The report parameters are First Name, Last Name, Start Date and End Date.  To see the login history for a user, just enter data in the Name fields and generate the report.  To further reduce the data to a particular time frame, add the Start Date and End Date parameters.+Report displays login history to TPM for all users.  
  
-{{:pasted:20160222-174548.png}}+----- 
 +** Export Users**
  
-Select the Export Type from the dropdown.+Report displays all active and inactive Users and includes Email Address and Access Role information. 
 +----- 
 +**Export Base**
  
-{{:pasted:20160222-174641.png}} 
  
-Click Export to generate the report. +----- 
-{{:pasted:20160222-174710.png}}+**Export Budget**
  
 +
 +----
 +**Export Broker Distributor**
 +
 +
 +----
 +
 +**Export Contract Approval Hierarchy**
 +
 +Report displays the Approval Grouping definitions and displays the Approval Grouping Map information between users and group.
 ----- -----
-Export Reports+**Export Companies**
  
-To view the Export reports in the Admin report listselect an Export Type and click Export.+Report displays all active and inactive Companies and includes the Company NumberCompany Type and Address information. 
 +----- 
 +**Export Company Type**
  
-{{:pasted:20160222-174849.png}}+Report displays all active and inactive Company Types defined for the client. 
 +----- 
 +**Export Company Groups**
  
-{{:pasted:20160222-174901.png}}+Report displays the Company Grouping definitions and displays the Company Grouping Map information between company and group. 
 +----- 
 +**Export COGs**
  
 +
 +----
 +
 +**Export LumpSums**
 +
 +Report displays all active and inactive LumpSums defined for the client.
 ----- -----
-** Export Users**+**Export Products**
  
-Report displays all active and inactive Users and includes Email Address and Access Role information.+Report displays all active and inactive Products defined for the client.  The report includes Product Number, GTIN, Brand Name, Default Price, Default UOM, Active Indicator, UOM Conversion Rates and User Defined Field information.
 ----- -----
-**Export Contract Approval Hierarchy**+**Export Product Groups**
  
-Report displays the Approval Grouping definitions and displays the Approval Grouping Map information between users and group.+Report displays all the Product Grouping definitions and displays the Product Grouping Map information between product and group.
 ----- -----
 +**Export Unit of Measures**
 +
 +Report displays all active and inactive Units of Measure for the client.
 +-----
 +** Export Sales**
 +
 +Report displays the sales data based on the criteria entered.  There is a row limit of 10,000 records per tab.  The data returned is Active Sales, Inactive Sales and Sales Exceptions.
 +
 +-----
 +**Export Price Class**
 +
 +
 +----
 +**Export Price Company**
 +
 +
 +----
 +**Export Price List**
 +
 +----
 +**Export Claim Reason Codes**
 +
 +Report displays the Code and Description information for all header-level and detail-level Pend and Reject Reasons.
 +-----
 +**Export Visibility**
 +
 +
 +----
 +**Export Master Feed Exceptions**
 +
 +Report displays the Master Feed Exceptions.  When exported to excel, this displays the different exceptions on separate tabs.  The Exception Definitions are displayed on the first tab followed by Company, Company Attribute, Product, Product Attribute, Product UOM Conversion, Account, Deduction, Sale, and Mapping exceptions.
 +-----
 +**Export Exceptions Mapping**
 +
 +Report displays the Claimant, Distributor, Contractee, Product, Lumpsum and UOM mappings. 
 +
 +-----
 +
  
admin_reports.1456163765.txt.gz · Last modified: 2016/02/22 17:56 by lisa.maloney