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User Reports

Can I print a separate report for each user?  I have a report that I customized to print showing transactions for each user by showing the last modified by column but all users are on the same report.  We need to have each user (in our case, doctors) on separate reports so we have totals for each.  If only there were the option to filter by last modified by but that is the one thing that isn't in the list.  

Best answer 02-07-2019 10:14 AM

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Re: User Reports

This is Class Tracking, not user names: "Yes, we are wanting the transaction total for each user."

 

User names is how you control Access and limited rights, such as, some people have a log in that does not allow them to Print Checks. It's not a Financial option; it is a Usage and Audit Control provision.

 

"We had previously used software for a veterinary clinic and that is type of reports that we had printed off for each of our doctors that showed totals."

 

Yes, that is Class Tracking.

 

"The report that I customized is exactly what we want except for the fact that all users (doctors) are on the same report instead of having a report for each separately."

 

Because "user" is not financial, but a Clerical Control, aspect.

 

You want to Enable Class in the accounting preferences. You want to set up three classes: one for each of the two doctors, and one "Admin" class, typically.

 

Class = Divisional or Departmental reporting of allocated amounts.

 

Please see my attachment.

4 Comments
Established Community Backer ***

Re: User Reports

"Last Modified By" is more of a data entry analysis for who did the work, and for the audit trail, to figure out who changed something and when and what.

 

Are you sure you didn't want Class Tracking? That is how you manage Divisional or Department reporting. P&L by Class, Balance Sheet by Class, Sales by Customer Summary, filter on one Class.

 

User Reports is more of a quality control aspect, not a financial aspect. You are not supposed to need "total by each user" because that isn't a financial perspective.

Frequent Explorer *

Re: User Reports

Thanks for replying.  Yes, we are wanting the transaction total for each user.  We had previously used software for a veterinary clinic and that is type of reports that we had printed off for each of our doctors that showed totals.  The report that I customized is exactly what we want except for the fact that all users (doctors) are on the same report instead of having a report for each separately. 

Established Community Backer ***

Re: User Reports

This is Class Tracking, not user names: "Yes, we are wanting the transaction total for each user."

 

User names is how you control Access and limited rights, such as, some people have a log in that does not allow them to Print Checks. It's not a Financial option; it is a Usage and Audit Control provision.

 

"We had previously used software for a veterinary clinic and that is type of reports that we had printed off for each of our doctors that showed totals."

 

Yes, that is Class Tracking.

 

"The report that I customized is exactly what we want except for the fact that all users (doctors) are on the same report instead of having a report for each separately."

 

Because "user" is not financial, but a Clerical Control, aspect.

 

You want to Enable Class in the accounting preferences. You want to set up three classes: one for each of the two doctors, and one "Admin" class, typically.

 

Class = Divisional or Departmental reporting of allocated amounts.

 

Please see my attachment.

Frequent Explorer *

Re: User Reports

That did help.  Thank you!