Person Report Explorer Option

The Person Report explorer option enables you to view the details of a person in a report format.

  1. In the Person Details window, if it is not already on screen.
  2. Expand the Person group in the Explorer pane.
  3. Select Person Report . The Reporting window is displayed.  The report contains:
    • Person Details, including the full name, role, job title and login ID of the person, as well as their VIP status, whether they are available, their manager and their status.
    • Contact Information
    • Location details
    • Analyst details
    • Analyst roles (security roles)
    • Role default screens for IPK, Requests, Tasks and Approvals
    • Analyst and Role IPK Groups
    • Analyst and Role Workflow Groups
    • Partitions the person can access
    • Any further details configured for the report
  4. From here you can use the local buttons to do any of the following:
  5. To find specific text. Select the option and then key the text into the Find Text pane.

    To adjust the size of the display on screen.

    To display the first page of the report

    To display the page before the current page

    To select a page. Simply click in the box and replace the existing number with the number of the page you want to view.

    To display the page after the current page

    To display the final page of the report

    You can also select from the following options using the buttons on the toolbar for the window:

    to email the report to selected recipients. The report is sent as an attached file.

    to export the details to an RTF file. You will be prompted for the required file name and location in a Save As dialog box.

    to export the details to an Excel file. You will be prompted for the required file name and location in a Save As dialog box.

    to export the details to a PDF file. You will be prompted for the required file name and location in a Save As dialog box.

    to print the details

    Press the X in the top right corner of the window to close the report and return to the Person Details window.