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How does a Premium Functionality Employer run an allocated items report?
This article details how a Premium Functionality Employer can run an allocated items report for their company to monitor allocated items issued to cardholders.
This instruction applies to the following RIW System User Roles:
- Employer Admin (Premium Functionality Employer)
- Employer Admin - No Payment
Step 1: Log in to the RIW System
Go to https://app.riw.net.au and login using your credentials.
Step 2: Access Reports
Click on the Reports tab and Create Report icon.
Step 3: Configure report
On the Report Tables page, expand the list by clicking on the + symbol next to People, and then check the Allocated Items box. Click continue.
Step 4: Define reporting columns
On the Report Columns page, select the columns required for the report, up to a maximum of 20 columns. To access more columns, click on the Show All Columns hyperlink. Click Continue when all columns have been selected.
In the example below, we have included the cardholders name, RIW number and email address, and checked all the Allocated item fields.
Step 5: Define reporting filters
The Report Filters page allows the results to be filtered, or to apply logic and run time filters, such as equal to, not equal to, contains, does not contain and has value. If you would like more information about how to adjust these filters, please refer to our article How does a company create a custom report?. Otherwise, just click continue to progress.
Step 6: View report
Once the report has been generated, it can be viewed on screen or exported as a comma separated value (CSV) file. To ensure the integrity of the RIW System when generating larger reports, the export function may result in the report being processed offline and a link being emailed to the user. Users can expect the email within a few minutes.
Step 7: Save and schedule reports
Users can also elect to Save the report.
Saving the report will allow a user to schedule the report to run at set times and automatically e-mail it to recipients (note: this can be emailed to any email address, not just those registered in the RIW system). Fill in the details as per below to schedule the report, and be sure to tick the Enable Scheduling checkbox if required. Click Save when complete.
RIW Knowledge Centre Article Link:
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