Reporting

Reporting can be accessed through the Reporting menu option for users who have access.

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Admin

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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 timeframe, add in Start Date and End Date parameters.

Select the Export Type from the dropdown

Click Export to generate the report.

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To view the following Export reports, select an Export Type.

Click Export.

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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

Report displays the Approval Grouping definitions and displays the Approval Grouping Map information between users and group.

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Export Companies

Report displays all active and inactive Companies and includes Company Number, Company Type and Address information.

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Export Company Types

Report displays all active and inactive Company Types defined for the client.

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Export Company Groups

Report displays the Company Grouping definitions and displays the Company Grouping Map information between company and group.

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Export LumpSums

Report displays all active and inactive LumpSums defined for the client.

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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.

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Export Product Groups

Report displays the Product Grouping definitions and displays the Product Grouping Map information between product and group.

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Export Unit Of Measures

Report displays all active and inactive Units of Measure for the client.

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Export Claim Reason Codes

Report displays the Code and Description information for all Header-level and Detail-level Pend and Reject Reasons.

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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.

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The following reports are currently under development: Exceptions Product, Exceptions Company, Exceptions Users

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