How To Users Reports

Introduction

The Enactor application generates a wide variety of reports for various users and purposes. These integrated reports available from the Enactor Retail System can be enhanced by custom reports produced by the company, which are then easily incorporated into the Reports User Interface.

The purpose of this guide is to demonstrate how to navigate to, filter, and interpret the Users Reports available in the Estate Manager.

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Overview

This guide covers the following report:

1. Expired Users by Associated Locations Report - Provides a list of users whose user IDs have expired, including user ID, username, start and end dates, and associated location information

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Expired Users by Associated Locations Report

Navigating to the Report

The Expired Users by Associated Locations Report provides a list of users whose user IDs have expired. The report displays information such as the user ID, username, start and end date, and the associated location according to the search criteria selected.

Navigate to the Expired Users by Associated Locations Report using the Search or the path: Reports > Users > Expired Users By Associated Locations

note

To populate data in the Expired Users by Associated Locations Report, there must be expired user(s) in User Maintenance.

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Setting Search Filters

The report displays a summary of expired user data based on the selected filter criteria. Set the appropriate values on the Search Filters to narrow the reporting data before generating the report.

Select the filter criteria for the Expired Users By Associated Locations report. Set Region and Location to narrow results to a specific area. Enter a User ID to search for a specific user. Use Date Range to define the reporting period.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
User ID	The specific user ID to search for. Leave blank to include all expired users.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections and reset filters to their default values.

This completes the Search Filters configuration.

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Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Viewing Report Results

Once the report has been generated, the following screen displays the expired users by associated locations according to the criteria selected.

The report displays expired users grouped by user. Each row shows the User ID, User Name, Primary Location, Associated Location, Start Date, and End Date of the expired user.

Report Column	Description
User ID	The ID of the expired user.
User Name	The name of the user.
Primary Location	The primary store location of the user.
Associated Location	The associated locations of the primary store.
Start Date	The creation date of the user ID.
End Date	The expiration date of the user ID.

tip

The report output toolbar provides additional export options. Use Print, View PDF, Save XLS, or Save DOC to export the report in the required format.

This completes the Expired Users by Associated Locations Report.

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