User Tools

Site Tools


running_reports

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
running_reports [2015/09/29 19:00] lisa.maloneyrunning_reports [2016/02/22 17:38] (current) lisa.maloney
Line 1: Line 1:
 __**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.+Reporting can be accessed through the Reporting menu option for users who have access.
  
-{{:pasted:20150929-173456.png}} 
 ----- -----
-__**Pivot**__  
  
-Future Release - this section is currently under development. 
- 
-{{:pasted:20150929-174853.png}} 
- 
------ 
 __**Admin**__ __**Admin**__
  
-{{:pasted:20150929-175041.png}}+{{:pasted:20160222-173818.png}}
 ----- -----
  
Line 39: Line 32:
 **Export Users** **Export Users**
  
-This report displays all active and inactive users for the client.  To view all Users, select an Export Type and click Export.+Report displays all active and inactive Users and includes Email Address and Access Role information.
  
 ----- -----
 **Export Contract Approval Hierarchy** **Export Contract Approval Hierarchy**
  
-This report displays the Approval Grouping definitions and displays the Approval Grouping Map information between users and the groupings.  +Report displays the Approval Grouping definitions and displays the Approval Grouping Map information between users and group.  
 ----- -----
 **Export Companies** **Export Companies**
 +
 +Report displays all active and inactive Companies and includes Company Number, Company Type and Address information.
  
 ----- -----
 **Export Company Types** **Export Company Types**
 +
 +Report displays all active and inactive Company Types defined for the client.
  
 ----- -----
 **Export Company Groups** **Export Company Groups**
 +
 +Report displays the Company Grouping definitions and displays the Company Grouping Map information between company and group. 
  
 ----- -----
 **Export LumpSums** **Export LumpSums**
  
 +Report displays all active and inactive LumpSums defined for the client.
 ----- -----
 **Export Products** **Export Products**
  
 +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 Product Groups** **Export Product Groups**
  
 +Report displays the Product Grouping definitions and displays the Product Grouping Map information between product and group.
 ----- -----
 **Export Unit Of Measures** **Export Unit Of Measures**
  
 +Report displays all active and inactive Units of Measure for the client.
 ----- -----
 **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.
 ----- -----
 **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 Exceptions 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 Product, Exceptions Company, Exceptions Users
 ----- -----
  
running_reports.1443553250.txt.gz · Last modified: 2015/09/29 19:00 by lisa.maloney