Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML
<p></p>

<p></p>

<p></p>

<p></p>

<p></p>

<p></p>

<p></p>

The Entity parameter allows you to select the part of your organisation whose calls the report should include, e.g. a site, a group or an individual user.

Selecting an entity

To select an entity, click on the

Inlineimage
URL/download/attachments/983147/add_button.png
button, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_main.png

A new window will open, allowing you to navigate through the Directory in order to locate the entity you want to report on.

Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_panel_1.png

Info

If your web account is restricted to a specific part of the Directory, only those entities which you are allowed to access will show in this window.

To drill-down into the directory structure, click on a hyperlink.

Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_1_2.png

To go up in the hierarchy of the directory, click on the

Inlineimage
URL/download/attachments/983147/back_button.png
button. 
Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_1_3.png

To search for a specific entity, e.g. site, group or user, enter its name in the search bar at the top of the window and click on the 

Inlineimage
URL/download/attachments/983147/search_button.png
icon.

Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_1_4.png

To select an entity, click on the 

Inlineimage
URL/download/attachments/983147/tick_button.png
icon alongside it.

Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_1_5.png

The name and directory path of the selected entity will be added in the

Referencemacro
LabelEntity
field, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_5.png

Deleting an entity

To delete an entity, select it from the Entity field and click on the

Inlineimage
URL/download/attachments/983147/minus_button.png
button, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/1540127/entity_6.png