Assignee Detail Report
The Assignee Detail report in IntelliTrack is loaded from the View Reports page. (In order to load this report, the logged-in user must have access to the Assignee feature in his/her user role.) This report lists the name, company, address and email for each assignee.
Loading the Report
To load the Assignee Detail Report, please follow the steps below.
- Select Reports > View/Print Reports from the navigation pane.
- The View Reports page appears.
- Click the drop-down arrow in the Report Type field and select Assignee from the list that appears.
- Click the drop-down arrow in the Report Name field and select the Assignee report from the option that appears: Assignee Detail. The Reset icon and the Submit icon appear onscreen.
- The Assignee Detail report is loaded onscreen. The Assignee Detail report lists all assignees in the system by name, company, address, and email.
- The report toolbar appears above and below the report. From the report toolbar, you are able to page through the report, print the report, and export the report.
- When you are finished working with the report, select another report from the Report Type filter and the Report Name filter; the currently selected report information and report criteria will clear and the new report criteria will load onscreen.