Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Print User Report Screen

Use the fields and options to configure the Print User Report Screen

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to specify the range of users and companies you want to include in this report.

Field Description
User

Use this drop-down list to select the range of user IDs you want to include in this report. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Startfield. The End field is disabled if you select this option.

The default selection for this field is All. If you have a large number of jobs, you may not want to use this default option.

Company

Use this drop-down list to select the range of company IDs you want to include in this report. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled if you select this option.

The default selection for this field is All. If you have a large number of jobs, you may not want to use this default option.

Start

Enter, or click to select, the starting user ID or company ID, as applicable.

End

Enter, or click to select, the ending user ID or company ID, as applicable.

Non-Contiguous Ranges

Select this check box to define multiple non-contiguous user ranges.

Sort By

Use this field to specify how Costpoint sorts data in this report.

Field Description
1st Sort

Use this drop-down list to sort the data in this report by User or Company.

Page Break

Select this check box to insert a page break after each user or company data (based on your selection in the 1st Sort field).

Options

Use this group box to specify additional settings you want to use for this report.

Show

Use this group box to specify whether to print security information and company detail on the report.

Field Description
Security Information

Select this check box to display security information in the report, as follows, from the Manage Users screen:

  • The Deactivation Date field in the Status group box of the Information tab
  • The Date Password Changed field in the Status group box of the Information tab
  • The Can Change Password check box in the Preferences User Can Change group box of the Information tab
  • The Can Change Phone and Extension check box in the Preferences User Can Change group box of the Information tab
  • The Can Change Name check box in the Preferences User Can Change group box of the Information tab
  • The Can Change Default Company check box in the Preferences User Can Change group box of the Information tab
  • The Send Workflow Activity check box of the Workflow tab
  • The Send Workflow Messages check box of the Workflow tab
Company Detail

Select this check box to display company details in the report, as follows, from the Company Access subtask of the Manage Users screen:

  • The Company ID field
  • The Company Name field
  • The  Default Taxable Entity ID field
  • The Org Security Group ID field
  • The Org Security Group Name field
  • The Labor check box
  • The Cost check box
  • The Price check box
Include Deactivated Users

Select this check box to include deactivated users in the report.

Subtask

Subtask Description
User Non-Contiguous Ranges Click this link to open the User Non-Contiguous Ranges subtask and enter non-contiguous user selections, if applicable.