Reports

Job Primaries and Users

The Job Primaries report shows a list of all jobs for which a user is designated as the job's primary user and the role associated to the user. Use the View Printable and View In Excel links for printing options.

 

To generate the report:

  1. From the User drop-down, choose the Job Primary's name for which you want a report.

  2. You can further filter your report by choosing a job status from the Job Status drop-down.

  3. You can further filter your report by choosing a subdivision from the Subdivision drop-down.

  4. Click Generate Report.

 

Where does that come from?

Below is a list of information in the Job Primaries Report and where the information comes from.

Report Filters

User - List of all users for org. Defaults to “Please Select” so a choice from the drop down must be selected.

Job Status - List of all job statuses. Defaults to show all jobs regardless of status.

Subdivision - List of all subdivisions at your org level and down. Defaults to show all subdivisions.

Report Columns

Job - Name of job which can be found on the Job Detail Summary page in the Job Name column. Report is sorted by subdivision and then by job name in alphabetic/numeric order.

User Name - User names associated with the listed job. User names in bold are assigned as the job primary to the listed job.

Name - First and last name of each user.

User Role(s) - Role(s) assigned to each user.

 

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