Company setup lists and reports

The lists and reports of the setup modules. Each one opens with its criteria; fill them and press Load. How every list and report works (views, the designer, schedules) is on Lists, boards and reports.

Organizational Structure

List or report	Where	Criteria	What it shows
Approval Response Analytics (list)	Organizational Structure › Responsibility	Process Code	Approval decisions per document: the screen, the document, its date and who acted on it
Approval Status (report)	Organizational Structure › Approval	Approval, Process Code, User Name	The approvers of each approval and its message templates
Registration (list)	Organizational Structure › Registration	Registration For	Registration numbers of customers, vendors or the company, with group and authority. See Registration
Registration Authority (list)	Organizational Structure › Registration	Registration Authority	The authorities, with their government and predefined ticks
Resource (list)	Organizational Structure › Resource	Resource, Resource Type, Resource Group, Resource Sub Group	Resources with their type, group and sub group. See Resource
Resource Movement (list and report)	Organizational Structure › Resource Movement	Transaction	Each movement with the resource’s quantity and the quantity moved. See Resource Movement
Resource Assignment (list and report)	Organizational Structure › Resource Assignment	None on the list; Transaction on the report	Assignments with project, responsible and resources. See Resource Assignment

System Administration

List	Where	Criteria	What it shows
User List	System Administration › User	User Name	Every login with name, employee, email, position, interface and category
User Role	System Administration › User	User Name, Role	Which roles each user holds
User Assign Processes	System Administration › User	User Name, User Category	Every screen each user can open, and through what
User Assign Authorization	System Administration › User	User Name	The authorization profiles of each user
Users	System Administration › User	User Name	What users did on which screen
User Activity Log	System Administration › User	Activity Date, User Name, Module, Screen, Activity	What users did, by date, screen and activity
API Error Log	System Administration › User	Created Date, User	Errors the system met, with the message the user was shown and the reference to quote to support
Roles	System Administration › Roles	Role	Every role, and whether it is standard. See Roles
Roles Details	System Administration › Roles	Role	Every screen on every role
Authorization	System Administration › Authorization	Authorization	The authorization profiles
Authorization Lines	System Administration › Authorization	Authorization	The lines of each profile
Objects	System Administration › Client Object	None	The screens this client runs. See Client Object

If something looks wrong

• The list is blank. It has not been loaded. Fill the criteria and press Load.
• A user says they saw an error with a reference. Open API Error Log, criteria Created Date and User, and find the reference.