View a User Setup report

About this task

If authorized, you can generate a User Setup report that provides information about the users in your company and their entitlements. The two User Setup report types provide a different view of user access to system functionality. The two ways of generating the report are:

By User – This report summarizes information about a selected user or group of users, including user status, payment limits, payment types, and user entitlements
By Service – This report lists all users in the company who have access to specific system features or services.

Note: This function is available only to CSAs.

Procedure

From the Administration tab, in the Reports section, select User Setup Report.
On the User Setup Report page, select the Report Type:
- By User – Select one or more users to include in the report.
- By Services – Select one or more services to include in the report.
To view the report, click View Report.
The report is generated and displays in a separate report viewer window.

Example

Caution: Some Internet browsers may detect the report viewer window as a pop-up. If you experience problems with displaying the report, add the web site to the list of safe sites. For example, in Windows Internet Explorer, the menu option for adding safe sites is Tools>Pop-up Blocker>Pop-up Blocker Settings. Do not turn off your pop-up blocking entirely.