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Reporting

Generate report details

You can generate, export, and print user and group details, permissions, history, and group membership.
  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Reporting
    .
  3. Select Report icon
    Report
     next to the report you want to print.
  4. Enter information that is available on the
    Search
     screen, then select
    Search
    . The information shown depends on the report you select.
  5. Select the blue hyperlinks in the report to view more details for that category. When you select a hyperlink in a column, this opens the screen and displays the information for you.
    note
    If you get an error message, it tells you the error about the report.
  6. Select
    Settings
    settings icon to customize the information you want to review or to print, then select
    Done
    .
  7. Select
    Export
     to save the information in a *XLS or *CSV.
  8. You can view the most recent 1,000 records for a report directly on the screen. To view reports with more than 1,000 records:
  9. Export the report to an Excel or CSV file.
  10. Go to
    Notifications
    , then
    Notification Queue
     to download the entire file when it's ready.
    note
    The following reports go the notification queue:
    • Client User Assignments
    • Client User Product Assignments
    • Client Group Product Assignments
    • Client History
    • User History
    • Entity Details
    • Entity History

This article applies to:

  • PRODUCT: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration
  • Subject: Reports

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