Roles Report
Description
The Roles Report lists all users by role.
Select one or multiple roles using the Role Type drop down box or type to search box.
Select one or multiple employees using the Employees drop down box or type to search box.
If the report is to be saved, apply a Name and Description for the report.
Click the Execute button to run the report or the Cancel button to exit the report.
The report will then be generated automatically and be exported to an Excel Spreadsheet file (Excel or an appropriate viewer is required to view the report).
Filters
Field | Description | Filter Requirements |
|---|---|---|
Roles | The user is able to select one or more roles. | If selected the report will only show data for those specific roles. If this field is left blank, the report will show data for all roles. |
Identities (employees) | The user is able to select one or more Identities. | If selected the report will only show data for those specific Identities. If this field is left blank, the report will show data for all Identities. |
Fields
Section | Field | Description |
|---|---|---|
Identity Details | Employee Number | The employee number that is associated with the identity. |
ID Reference No | The ID Reference number associated with the identity. | |
First Name | The first name of the identity. | |
Last Name | The last name of the identity. | |
Title | The job title of the identity. | |
The email address of the identity. | ||
Building Name | The building name associated to the identity. | |
Company Name | The company that the identity is associated with. | |
Role Details | Role | The Role that has been assigned to the identity. |
Allowed Buildings | The buildings that the role applies to. | |
Managed By rules | Name of Rule if role has been assigned by rule. | |
Date Created/Updated | The date and time that the role was assigned or last updated. | |
Role Action Taken By | Employee Number | The employee number of the identity that assigned/updated the role. |
First Name | The first name of the identity that assigned/updated the role. | |
Last Name | The last name of the identity that assigned/updated the role. | |
The email address of the identity that assigned/updated the role. |