Reports - User Accounts Job Listing

The User Accounts Job Listing feature displays a record of all your registered user accounts along with the equivalent Customers and Jobs attached to them.

Unlike the Users feature under your Web Admin’s Accounts tab, the User Accounts Job Listing provides a more comprehensive table of information. Data displayed here includes:

  • UserName
  • Email
  • First Name
  • Last Name
  • Customer Number
  • Location
  • Customer Name
  • Job Number
  • Job Name
  • Salesperson
  • Address (including City, State Code and Zip Code)
  • Contact Numbers (Phone and Fax numbers)
  • My Account User Roles Restrictions
  • Activation Status

Search Parameters

The User Accounts Job Listing provides a number of search parameters to make it easy for you to look for a particular user or customer account. The following fields can be used individually or in combination to narrow your search:

  • User Account ID
  • Customer Number
  • Location

You can also make use of the following drop-down menus when searching for customers:

  • Default Account
  • Job Restricted
  • Activated Account
  • Disabled

Adding Search Parameter Fields

The User Accounts Job Listing has a tool that lets you edit its current search feature by allowing you to put in additional search parameters. To access the list of search parameters, click the Pencil icon found on the top-right corner of the screen.

The window will display a list of the remaining search parameters which are not part of the existing list. To add a new field, click the check box beside the search parameter you want to add. You can check more than one parameter to add to the screen.

Adding/Deleting Column Data Section

The data columns displayed in the User Accounts Job Listing table can be customized. You can either insert additional columns or remove existing ones. To edit the screen, click the Add (+) button found in the top right corner. This will bring up the User Account Job List.

Unlike the search parameter list (displayed in the previous section), this window displays the active and inactive data columns of the User Account Job List. Those checked are the data currently on display while those unchecked are information hidden from public view.

To add a new data column, just check the box beside the data you want to add.

If you want to remove an existing column, just uncheck the box beside the information you want to remove.

All data added or removed will automatically be reflected on the main User Account Job List.

Exporting User Account Job List

The information found in the User Account Job List can be also converted to Excel format and downloaded to your computer.

To save the list in Excel format, click the Excel icon found at the top right corner of the screen.

Once converted, you’ll be able to access the file offline or even have it printed.

 

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