Report - Account List

About report templates

• To start an account list report:

1. Click the Reports menu.
2. Hold the mouse pointer over the Account List option, and then click Run Account List.

• To use or start with criteria from a template:

1. Click Import Template.

6. Click Import Template.

If prompted, select and validate a population file.

• To manually set up parameters for the report or edit the parameters from a selected template:

•   If running from a template, the population is limited users defined on the template. If changes are needed, see next, creating a new template, or Editing a Report Template.

•   If you are not using a template, as needed, limit the populations by location or account type.

•   If you are not using a template, to include accounts from a file (text or Excel) that lists specific users by their user names, click to check the box for Populate from a file, and then select and validate a population file when prompted.

•   If needed, manually select specific users to include in the report

•   If you're not using a template, select at least one system and/or SFA for which you need a list of authorized users. If you are using a template, add or remove system(s) and/or SFA(s) as needed. (At least one is required.)

• To create a new template that includes the current setup:

1. Click Save as Template.
2. Type a name for the template, and then click Validate Name.
3. Click OK to close the validation message. If the name you entered is invalid (for example, already in use), repeat the previous step with a different name.
4. If needed, edit the parameters for the new template. Changes here will not affect the report in progress.
5. Click Update.
6. To return to the current report, click Close.

• The default option is to generate and display the report in a new window; to do so, click Run Report.

• The numbers of users, inactive accounts, and programmers (if selected) found are displayed at the top.
• To sort the list by any field, click the column heading. To reverse the sort order, click the column heading again.
• The report information for each account includes:

• User's full name
• Network ID (user name)
• DHeC ID (Digital Health eCare ID)
• Authorization string for the selected system(s) or SFA(s)
• Department
• Primary Office Location (POL)
• Type
• Status (Yes = active; No = inactive)
• Programmer flag (if the report criteria includes programmers)

• To save to a text file:

1. Click the Output Results button, or click the Actions menu and then click the Output Results option.
2. By default, the field delimiter is a Tab character. When prompted, to change the delimiter, select a different option from the drop-down list. Click the OK button to continue.
3. When prompted, navigate to the storage area for the new txt file, and type a File name.
4. Click the Save button.
5. Click the OK button to acknowledge the message when the report output is complete to the selected file area.

• To copy the data to the device clipboard for pasting into an Excel spreadsheet or other file that accepts character-delimited data:

1. Click the Copy button, or click the Actions menu and then click the Copy option.
2. By default, the field delimiter is a Tab character. When prompted, to change the delimiter, select a different option from the drop-down list. Click the OK button to continue.
3. Click the OK button to acknowledge the message when the report has been copied to the clipboard

• To generate a paper copy:

1. Click the Print button, or click the File menu, and then click the Print option.
2. On the Account List Report, click the File menu.

• To display a mock-up, click the Print Preview option.
• To open the printing window, click the Print option.

3. Generate a paper copy:

• From the Print Preview, click the icon, set the parameters when prompted and click the Print button. The preview and print windows close automatically.
• From the Print window, click the Print button. The window closes automatically.

4. To close the display:

• Click in the upper right.
• Click the File menu, and then click the Close option.

• To run the report in the background on the Caché server and send the report directly to a file on a shared file area (SFA):

• The Caché server MUMPS accounts must have authorization to save to the selected SFA. For information requesting this access, see ServiceNow article KB0022866 - Request SFA Access for the MUMPS (SYSTEM, Caché) Account.

1. Click to select the option Send the Report Directly to File.
2. By default, the field delimiter is a Tab character. When prompted, to change the delimiter, select a different option from the drop-down list. Click the OK button to continue.
3. When prompted, navigate to the storage area (SFA) for the new txt file, and type a File name.
4. Click the Save button. (To change the SFA and/or file name, click the Select Output File button.)
5. Click the Run Report button.
6. Click the OK button to close the message that the report was successfully sent. The file may take some time to write. You will receive an email notification when the file is ready.

• To return to the main PAS window:

• Click the Close button.
• Click in the upper right.