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Reporting Options - How to identify where a user report is used

The User Report Reference section allows a user to immediately know where a user report is being used and the impact change to a user report may cause.  This section is found towards the end of the Us

Updated over 2 weeks ago

The User Report Reference section allows a user to immediately know where a user report is being used and the impact change to a user report may cause. This section is found towards the end of the User Report Screen for system and company level user reports.

User Report Reference Section

The User Report Reference section is not editable and will only be populated when the user report is used/referenced on the following pages which will appear in the Page Name column of the grid.

  • Benefit Set Line Item

  • Company Calculations

  • Company Checklist Template

  • Company Email Templates

  • Company Merge Document Maintenance

  • Company Production Report Batch Type

  • Company User Report

  • Compensation Control Panel Configuration

  • Cost Estimate Template - Edit Company

  • Cost Estimate Template - Edit System

  • Edit System Checklist Template

  • Election Set Templates - Choice

  • Election Set Templates - Set

  • Migration Package

  • Payroll System Detail Reporting

  • Portal Services Configuration

  • Quick Workflow Details

  • Report Scheduler Configuration - Company

  • Report Scheduler Configuration - System

  • Request Types

  • System Email Templates

  • System Merge Document Maintenance

  • System Production Report Batch Type

  • System Usage

  • System User Report

  • What's Happening Event Details

  • Widget Maintenance

The columns in the grid are:

  • Inactive - active reports will show no value in this column

  • Page Name - this is the name of the screen as displayed on the Role Maintenance screen. There are two exceptions to this: Reports that are referenced by another user report (Prerequisite reports) and reports used as backing reports for the Landing Experience widgets.

  • Record Name - this is the name of the record using there report

  • For each row, there is a link that when click opens a new tab and navigates the user to the record using the user report with the exception of report that are used for Landing Experience widgets.

For prerequisite reports that are referenced by other User Reports, "Prerequisite Report: System User Report" or "Prerequisite Report: Company User Report" will appears under the Page Name column.

Prerequisite Reports

For reports used as backing reports for Landing Experience widgets, "Landing Experience Dashboard Maintenance" will appear under the Page Name column, and the name of the Widget which uses the report will appear under Record Name, however, when the respective Link is clicked, the user is navigated to the company's Landing Experience Dashboard screen in edit mode and not the widget itself.

Landing Experience Widgets

Things to Note

  • Tables that are not cannot be reported on should not displayed in the grid

  • The contents of the grid can be sorted. The grid is initially sorted by Page Name and by Record Name in ascending order.

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