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admin_reports [2016/09/02 18:08] 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}}
  
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-**User Login History**+**Export Reports**
  
-The User Login History report displays the Login and Logout information for users.  The report parameters are First NameLast Name, Start Date and End Date.  To see the login history for a userjust 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.+To view the Export reports in the Admin report list click the export menu option.  In the popupclick the Generate button.  Once the report is readyclick the hyperlink that displays in the generated reports section to open the report.
  
-{{:pasted:20160222-174548.png}}+{{:pasted:20240826-165115.png}}
  
-Select the Export Type from the dropdown.+----- 
 +**User Login History**
  
-{{:pasted:20160222-174641.png}}+Report displays login history to TPM for all users 
  
-Click Export to generate the report. +----- 
-{{:pasted:20160222-174710.png}}+** Export Users**
  
 +Report displays all active and inactive Users and includes Email Address and Access Role information.
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-**Export Reports**+**Export Base**
  
-To view the Export reports in the Admin report list, first select an Export Type. 
  
-{{:pasted:20160902-180456.png}}+----- 
 +**Export Budget**
  
-Then click Generate. 
  
-{{:pasted:20160902-180614.png}}+---- 
 +**Export Broker Distributor**
  
-A wait message will appear indicating that the report is generating. 
  
-{{:pasted:20160902-180712.png}}+----
  
-After the report is generated, it will display as a hyperlink in hte Generated Reports section of the Report Runner.  Click the hyperlink to view the report. 
- 
-{{:pasted:20160902-180749.png}} 
- 
- 
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-** Export Users** 
- 
-Report displays all active and inactive Users and includes Email Address and Access Role information. 
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 **Export Contract Approval Hierarchy** **Export Contract Approval Hierarchy**
  
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 Report displays the Company Grouping definitions and displays the Company Grouping Map information between company and group. Report displays the Company Grouping definitions and displays the Company Grouping Map information between company and group.
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 +**Export COGs**
 +
 +
 +----
 +
 **Export LumpSums** **Export LumpSums**
  
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 Report displays all active and inactive Units of Measure for the client. Report displays all active and inactive Units of Measure for the client.
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 +** 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** **Export Claim Reason Codes**
  
 Report displays the Code and Description information for all header-level and detail-level Pend and Reject Reasons. Report displays the Code and Description information for all header-level and detail-level Pend and Reject Reasons.
 ----- -----
 +**Export Visibility**
 +
 +
 +----
 **Export Master Feed Exceptions** **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. 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.
 ----- -----
-The following reports are currently under development: Exceptions ProductExceptions CompanyExceptions Users.+**Export Exceptions Mapping** 
 + 
 +Report displays the ClaimantDistributorContractee, Product, Lumpsum and UOM mappings 
 + 
 +----- 
  
admin_reports.1472839694.txt.gz · Last modified: 2016/09/02 18:08 by lisa.maloney