CobbleStone Documentation Wiki Welcome Guest: 7/20/2024 5:43:41 PM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
5. Assigned To   
Page last modified on Monday, September 24, 2018 9:47 AM (by Nash DeVita) (initially created on Wednesday, July 20, 2011 2:55 PM)
Assigned to: Ad-Hoc Report Wizard: Legacy Reports
  Generate Manual Print View
 
Page Content
 
 

Ad-Hoc Report Wizard: Assigned To

The fifth step in the wizard is used to decide which Employees/Users are assigned to view/run this report.



Employees Assigned Management

Managing the assigned employees consists of two multi-select boxes:

1. Employees List (the left-hand box)

  • This box shows all the employees of the application

2. Assigned Employees (the right-hand box)

  • This box shows the employees currently assigned to the ad-hoc report

To assign an employee to the ad-hoc report, the employee's name can either be clicked and dragged from the left-hand box to the right hand box, or it can be selected in the left-hand box and moved to the Assigned Employees list(right-hand box) by clicking the right arrow button.

 

Setting Assigned Employee Parameters

Once an employee is moved to the Assigned Employees List (right-hand box), there is a parameter for each employee to designate is he or she is to Receive E-Mailed Reports.


Each employee assigned to the ad-hoc report can be specified as being able to receive e-mailed reports (if there is an email schedule setup for the ad-hoc report).

By default, the only assigned employee for an ad-hoc report will be the employee who created the ad-hoc report.

 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
  
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.