Custom report to show both the number of invoices created and the dollar amount by user.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
Want to know who's doing what in your organization? This report can be used to let you know if users are creating transactions you don't feel fall under their job description.
A flash report is a management report that shows activity on different transactional items. This report will show the number and total dollar amount by the user who created the transaction.
This is a custom report that installs in your Reports/Custom Reports in e-automate to be run on demand.
Also, see our ID568 Power BI report for this information.
Run Schedule: On demand
Type of Output: On-Demand Custom Report
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Sample
Sample
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Variables
Variables
This report does not have any variables.
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Alert Functionality
Alert Functionality
1. The report tracks the following transaction types:
- Equipment Invoices and Equipment Invoices Credit/Debits (Linked sales order has an order type that contains 'Equipment')
- Supply Invoices and Supply Invoices Credit/Debits (Linked sales order has an order type that contains 'Supply')
- Contract Invoices and Contract Invoice Credit/Debits
- Other Invoices and Other Invoices Credit/Debits
- Vendor Invoices and Vendor Invoice Debit/Credits
- Purchase Orders
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OnDemand Report Filters
OnDemand Report Filters
1. The report can be run to either show or hide the details per user.
2. The report can be grouped either by type or by creator.
3. You can specify the date range to report on.
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Best Practices & Tips
Best Practices & Tips
1. Our ID568 Power BI report also contains this information; we'd recommend using that over this custom report, as there are more filter options.
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Related Alerts
Related Alerts
ID568 - Power BI Report of e-automate user activity
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