Reports by User

Reports to Users deal with reporting from a users point of view. It is quite common for a user to be assigned to more than one client, e.g. an installer, or a business owner. Here you can print reports for a user, showing only the sites assigned to them. The report can also emailed if this module have been installed.

Select User or User Groupings

User Range

The User Range selector allows either to select one single user or to select a user groupings. If one single user is selected, one report will be created according to this user. But if a user groupings is selected, one report for each user in the selected user groupings will be created. Dependent on the selected report type, Other Filters wizard step may contain more filter controls than shown in figure User Range.

For example running a report by user and selecting a user groupings with 10 users assigned. Then set in the next wizard step to run the report manually with Print Preview checked will create the Report Print Preview for the first user. When the Report Print Preview is closed for the first report, another Report Print Preview is created for the next user and so on.

If output type is set to PDF, Word or Excel, each report for a user is saved as a file of the selected output type. Setting the output type to one of the email options will send the saved file to the email address specified in the user record. See System Wide Settings to control which email task will be used to send the report.