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running_reports [2015/09/29 18:10] – lisa.maloney | running_reports [2016/02/22 17:38] (current) – lisa.maloney | ||
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__**Reporting**__ | __**Reporting**__ | ||
- | There are 3 areas for reporting: Pivot, Admin and Contract. | + | Reporting can be accessed through the Reporting menu option for users who have access. |
- | {{: | ||
----- | ----- | ||
- | __**Pivot**__ | ||
- | Future Release - this section is currently under development. | ||
- | |||
- | {{: | ||
- | |||
- | ----- | ||
__**Admin**__ | __**Admin**__ | ||
- | {{:pasted:20150929-175041.png}} | + | {{:pasted:20160222-173818.png}} |
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{{: | {{: | ||
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+ | To view the following Export reports, select an Export Type. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Click Export. | ||
+ | {{: | ||
+ | |||
+ | ----- | ||
+ | **Export Users** | ||
+ | |||
+ | Report displays all active and inactive Users and includes Email Address and Access Role information. | ||
+ | |||
+ | ----- | ||
+ | **Export Contract Approval Hierarchy** | ||
+ | |||
+ | Report displays the Approval Grouping definitions and displays the Approval Grouping Map information between users and group. | ||
+ | ----- | ||
+ | **Export Companies** | ||
+ | |||
+ | Report displays all active and inactive Companies and includes Company Number, Company Type and Address information. | ||
+ | |||
+ | ----- | ||
+ | **Export Company Types** | ||
+ | |||
+ | Report displays all active and inactive Company Types defined for the client. | ||
+ | |||
+ | ----- | ||
+ | **Export Company Groups** | ||
+ | |||
+ | Report displays the Company Grouping definitions and displays the Company Grouping Map information between company and group. | ||
+ | |||
+ | ----- | ||
+ | **Export LumpSums** | ||
+ | |||
+ | Report displays all active and inactive LumpSums defined for the client. | ||
+ | ----- | ||
+ | **Export Products** | ||
+ | |||
+ | Report displays all active and inactive Products defined for the client. | ||
+ | ----- | ||
+ | **Export Product Groups** | ||
+ | |||
+ | Report displays 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 Claim Reason Codes** | ||
+ | |||
+ | Report displays the Code and Description information for all Header-level and Detail-level Pend and Reject Reasons. | ||
+ | ----- | ||
+ | **Export Master Feed Exceptions** | ||
+ | |||
+ | Report displays the Master Feed Exceptions. | ||
+ | ----- | ||
+ | |||
+ | The following reports are currently under development: | ||
+ | ----- | ||
+ |