This is an old revision of the document!
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
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.
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. 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
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
Future Implementation - Under Development
Contract
Under Development…