Use these screens to generate a report that contains user data from the Users screen (Administration\Maintain\Users\Users) and user preferences data from the User Preferences screen (Administration\Maintain\Users\User Preferences).
These report selection screens consist of a main screen and a subtask table window:
Use the main screen to enter identification, selection ranges, sort by, and options preferences.
Use the User Non-Contiguous Ranges table window subtask link to enter non-contiguous user selections, if applicable.
This report prints the following information from the Users screen:
Employee ID (from the User Information block in the Information tab)
Phone Number (from the User Information block in the Information tab)
Extension (from the User Information block in the Information tab)
Default Company (from the Preferences User Can Change block in the Information tab)
To print security information and company information on this report, you must also select the Security Information and Company Detail checkboxes in the Options block in this User Report screen. Please refer to the specific field documentation on these checkboxes for more details.
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Note: The generated data excludes assigned user group information and user rights (module/application/result set/action/report) data established in the Users screen. You can print user/user group information and rights data using the User Group Rights Report (Administration\Review\Users). |
Print this report whenever you need to review user data already established in the Administration\Maintain\Users\Users screen.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. once you have saved a parameter ID, you can retrieve it along with the saved parameters using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
The checkbox (top right corner) allows you to select/deselect the record. You might select this checkbox if you want to mark the record for deletion, for example.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to select the user and company selection criteria for the report.
Select the desired user data option from the drop-down box. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
The default selection for this field is "All."
Enter, or use Lookup to select, the starting user, as applicable.
The following system restrictions are enforced:
If you have selected "One" as the selection range, you can only select a single user. The End field is disabled for this option.
If you have selected "From Beginning" as the selection range, the Start field is disabled. You must enter the last value for the range in the End field.
If you have selected "To End" as the selection range, you must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the ending user, as applicable.
The following system restrictions are enforced:
If you have selected "One" as the selection range, you can only select a single user. The End field is disabled for this option.
If you have selected "From Beginning" as the selection range, the Start field is disabled. You must enter the last value for the range in the End field.
If you have selected "To End" as the selection range, the End field is disabled. You must enter the value from which the range should begin in this field.
Select this checkbox to select one or more non-consecutive individual users and/or separate ranges of users for the report.
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Note: You must select the "All" option from the User Range Option drop-down box for non-contiguous range selection. |
This checkbox is unselected by default.
Select the desired company data option from the drop-down box. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
The default selection for this field is "All."
Enter, or use Lookup to select, the starting company, as applicable.
The following system restrictions are enforced:
If you have selected "One" as the selection range, you can only select a single company. The End field is disabled for this option.
If you have selected "From Beginning" as the selection range, the Start field is disabled. You must enter the last value for the range in the End field.
If you have selected "To End" as the selection range, you must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the ending company, as applicable.
The following system restrictions are enforced:
If you have selected "One" as the selection range, you can only select a single company. The End field is disabled for this option.
If you have selected "From Beginning" as the selection range, the Start field is disabled. You must enter the last value for the range in the End field.
If you have selected "To End" as the selection range, the End field is disabled. You must enter the value from which the range should begin in this field.
Use the fields in this block to specify sort and page break options.
1st Sort *
Use the drop-down box to select the primary sort field for the report. You can choose "User" or "Company."
If you select "User" as the primary sort field, the system will sort the records by user and then by company for each user.
If you select "Company" as the primary sort field, the system will sort the records by company and then by user for each company.
The default selection for this drop-down box is "Company."
Select this checkbox to produce a report that begins a new page each time the selected sort criteria changes. For example, you may want data for each different company to begin on a new report page.
This checkbox is unselected by default.
Use the fields in this block to specify whether to print security information and company detail on the report as well as whether to include deactivated users.
Use the fields in this group box to specify whether to print security information and company detail on the report.
Select this checkbox to show security information in the report, as follows, from the Users screen (Administration\Maintain\Users\Users):
The Deactivation Date field in the Status block of the Information tab of the primary Users screen
The Date Password Changed field in the Status block of the Information tab of the primary Users screen
The Can Change Password checkbox in the Preferences User Can Change block of the Information tab of the primary Users screen
The Can Change Phone and Extension checkbox in the Preferences User Can Change block of the Information tab of the primary Users screen
The Can Change Name checkbox in the Preferences User Can Change block of the Information tab of the primary Users screen
The Can Change Default Company checkbox in the Preferences User Can Change block of the Information tab of the primary Users screen
The Send Workflow Activity checkbox in the Workflow Email block of the Workflow tab of the primary Users screen
The Send Workflow Messages checkbox in the Workflow Email block of the Workflow tab of the primary Users screen
The Email Name field in the Workflow Email block of the Workflow tab of the primary Users screen
Select this checkbox to show company details in the report, as follows, from the Users screen (Administration\Maintain\Users\Users):
The Company ID field in the Company Access subtask link table window screen
The Company Name field in the Company Access subtask link table window screen
The Default Taxable Entity ID field in the Company Access subtask link table window screen
The Org Security Group ID field in the Company Access subtask link table window screen
The Org Security Group Name field in the Company Access subtask link table window screen
The Labor checkbox in the Company Access subtask link table window screen
The Cost checkbox in the Company Access subtask link table window screen
The Price checkbox in the Company Access subtask link table window screen
Select this checkbox to include deactivated users in the report.
This checkbox is unselected by default. Leave this checkbox unchecked to exclude deactivated users from the report.
* A red asterisk denotes a required field.
Click on this subtask link to open the User Non-Contiguous Ranges subtask.
This report accesses data from the following tables:
W_USER_GRP_USERS (User Group User - Web)
W_USER_COMPANY (User Company - Web)
W_USER_GRP_LIST (User Group List - Web)
