Employee Filter Not Available to User in Report(s)

Employee Filter Not Available to User in Report(s)

If a user is running a report is not able to see the employee drop down filter, this indicates that the user is set up with Client Restriction. What this means is that the user has one or more clients moved into the "Selected Clients" column in the Clients/Notes tab of the Employee Set up.

 

If the user should have access to the employee drop down filter in reports, and does not need to be restricted to viewing data for specific clients, then all clients should be moved to the "Available Clients" column in the employee set up for the user.

    • Related Articles

    • Employee Filter Not Available to User in Report(s)

      Module: Employee Setup HR > Add/View Employees > Edit User > Clients Topic: Client Restrictions Version(s): All Edition: All If a user running a report is not able to see the employee drop down filter, this indicates that the user is set up with ...

    • Employee Filter Not Available to User in Report(s)

      If a user is running a report is not able to see the employee drop down filter, this indicates that the user is set up with Client Restriction. What this means is that the user has one or more clients moved into the "Selected Clients" column in the ...

    • Locked User Account

      When a user/employee enters the password to their login account incorrectly three times, the account becomes "locked." The user either needs to contact an administrator (or any user with access to the HR section of OrderLogix) who can edit the ...

    • Locked User Account

      When a user/employee enters the password to their login account incorrectly three times, the account becomes "locked." The user either needs to contact an administrator (or any user with access to the HR section of OrderLogix) who can edit the ...

    • Sales By Origin Report includes Continuity Orders

      The Sales By Origin Report, located under Reports -> Sales Reports, includes Continuity Orders in its totals. Currently the only way to filter out continuity shipments from the Sales by Origin Report is if the subsequent product offers are setup with ...