Company Reports

Purpose

The Authorized Users Listing provides a list of users who have access to ActivityHD.

The report can be run at the system level or at the company level.

Content

For each authorized user included on the report, the listing shows:

• name
• system user
• web only indicator
• access control level.

In addition, you can include one or more of the following:

• permissions
• security levels
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Administration > Authorized Users folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of authorized users:
     1. Right-click the Authorized Users folder and select Select and Report > Authorized Users Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected authorized users:
     1. In the HD view, select the authorized users to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Authorized Users Listing from the drop-down menu.
   • To report on a particular authorized user from the Authorized User window:
     1. In the HD view, locate and double-click the authorized user to report on. The Authorized User window opens with the authorized user loaded.
     2. Click and select Authorized Users Listing from the drop-down menu.

   

3. On the Options tab, mark the checkbox(es) for the additional information to include:
   • Permissions
   • Security Views
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
4. Select the Output tab.
5. In the Design field, look up and select the report design to use.

   There are two built-in report designs for the Authorized Users Listing:

   • Authorized Users - Shows name, system user, and web only indicator for each authorized user.
   • Advanced Authorized Users - Shows name, system user, web only indicator, and access control level for each authorized user.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

• Authorized users
• Permissions
• Security views

Purpose

The Permissions Listing provides a list of permissions defined for a company.

Content

In addition to the simple list of permissions, you can include one or more of the following:

• resources and access levels
• users
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Administration > Security > Permissions folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of permissions:
     1. Right-click the Permissions folder and select Select and Report > Permissions Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected permissions:
     1. In the HD view, select the permissions to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular permission from the Permission window:
     1. In the HD view, locate and double-click the permission to report on. The Permission window opens with the permission loaded.
     2. Click .

   

3. On the Options tab, mark the checkbox(es) for the additional information to include:
   • Resources and Accesses
   • Users
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
4. Select the Output tab.
5. In the Design field, look up and select the report design to use.

   There are two built-in report designs for the Permissions Listing:

   • Permissions - Shows permission profile names plus any additional information you requested.
   • Permissions Common Accesses - Shows permission profile names and, if you include resources and accesses on the report, indicates the accesses assigned for each resource that is set up in the permission profile.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

• Permissions
• Permission resource access
• User permissions

Purpose

The Resource Users Analysis provides a list of resources defined for a company or for your system along with the users assigned to the resources and the users' access rights. Authorized users who are not assigned a permission or to whom a permission has not been assigned do not appear on the report.

The report can be run at the system level or at the company level.

Content

For each resource included on the report, the report shows:

• resource type
• software package
• resource users and their access levels.

In addition, you can include one or more of the following:

• resources with no users
• permissions
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Administration > Security > Resources folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of resources:
     1. Right-click the Resources folder and select Select and Report > Resource Users Analysis from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected resources:
     1. In the HD view, select the resources to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Resource Users Analysis from the drop-down menu.
   • To report on a particular resource from the Resource window:
     1. In the HD view, locate and double-click the resource to report on. The Resource window opens with the resource loaded.
     2. Click and select Resource Users Analysis from the drop-down menu.
3. Select the Users tab.

   

4. Define any filters you want to apply on authorized users.
5. Select the Options tab.

   

6. Mark the checkbox(es) for the additional information to include:
   • Resources with No Users
   • Permissions
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
7. Select the Output tab.
8. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

• Resources
• Permissions
• Authorized users

Purpose

The Resources Listing provides a list of resources defined for a company.

Content

For each resource included on the report, the listing shows:

• resource type
• software package.

In addition, you can include one or more of the following:

• permissions
• security views
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Administration > Security > Resources folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of resources:
     1. Right-click the Resources folder and select Select and Report > Resources Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected resources:
     1. In the HD view, select the resources to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Resources Listing from the drop-down menu.
   • To report on a particular resource from the Resource window:
     1. In the HD view, locate and double-click the resource to report on. The Resource window opens with the resource loaded.
     2. Click and select Resources Listing from the drop-down menu.

   

3. On the Options tab, mark the checkbox(es) for the additional information to include:
   • Permissions
   • Security Views
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
4. Select the Output tab.
5. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

• Resources
• Permissions
• Security views

Purpose

The Security Views Listing provides a list of security views defined for a company.

Content

For each security view included on the report, the listing shows:

• package
• resource
• security view name
• conditions type ("Include" or "Exclude").

In addition, you can include one or more of the following:

• conditions defined on the views
• users assigned to the views
• timestamps
• memos
• custom fields

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Administration > Security > Security Views folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of security views:
     1. Right-click the Security Views folder and select Select and Report > Security Views Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected security views:
     1. In the HD view, select the security views to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular security view from the Security View window:
     1. In the HD view, locate and double-click the security view to report on. The Security View window opens with the security view record loaded.
     2. Click .

   

3. On the Options tab, mark the checkbox(es) for the additional information to include:
   • Conditions
   • Users
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
4. Select the Output tab.
5. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

• Security views

Purpose

The User Resources Analysis provides a list of authorized users, the resources assigned to each user, and the types of access assigned for each resource.

The report can be run at the system level or at the company level.

Content

For each authorized user included on the report, the report shows:

• username
• access control level (All/Permitted/Unpermitted/None)
• resources and the type(s) of access the user has to each resource.

In addition, you can include one or more of the following:

• authorized users with no resources
• permissions
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Administration > Authorized Users folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of authorized users:
     1. Right-click the Authorized Users folder and select Select and Report > User Resources Analysis from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected authorized users:
     1. In the HD view, select the authorized users to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select User Resources Analysis from the drop-down menu.
   • To report on a particular authorized user from the Authorized User window:
     1. In the HD view, locate and double-click the authorized user to report on. The Authorized User window opens with the authorized user loaded.
     2. Click and select User Resources Analysis from the drop-down menu.
3. Select the Resources tab.

   

4. Define any filters you want to apply on resources.
5. Select the Options tab.

   

6. Mark the checkbox(es) for the additional information to include:
   • Users with No Resources
   • Permissions
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
7. Select the Output tab.
8. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

• Authorized users
• Permissions
• Resources