Reporting Explained: Employee Access (Detailed)
Business Need: This report is helpful for users who want a report to show what Yellow Dog user access their employees have. This report is like the Employee Access report; however, the detailed report will also show user group, email, position, and some more detailed information about the employee.
How it Works: An Employee Access (detailed) report shows all employees that have been created in Yellow Dog, both active and removed, and what user permissions that are assigned to them.
Generating the Report:
Go to the Standard Reports section in Yellow Dog:
- Select Standard Reports
- Open the folder titled ‘Employees’
- Select the report ‘Employee Access (detailed)’
- Generate report
Reading the Report:
- Shows the filters used to produce the report’s data, including the date selected for the report.
- Change columns, sorting, and grouping: This allows users to add or remove data columns to this report as well as organize and group the data.
- Employee Number: Shows the employee log in ID for the user.
- Employee Name: Shows the employee that the access is assigned to.
- Employee: Shows the Employee number and name that is being viewed.
- Position: Shows the position title that has been entered into Yellow Dog for this employee.
- Email: Shows the email address for the employee if one has been entered into Yellow Dog.
- Employee Group: Shows the employee group that is assigned to the user and the permission is granted to.
- Store Name: Shows the store name assigned to each specific permission.
- Access: Shows the specific employee permissions for review.
- Visible/Yes: Shows if the user has access to view, or are set to Yes, or No for a specific user permission.
- Editable: Shows if the user has permissions to edit or create new fields or items in Yellow Dog, for example items, documents, etc.
- Editable after Committed: Shows if the user has permission to make changes to documents after they have been committed.
- Optional: Shows if a user can skip or leave blank a data field in Yellow Dog or if that field is set to be mandatory.
- This row allows you to save, export, print, or close the current report.
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