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<p>The <span class="reference">Entity</span> allows you to choose which area of the directory you would
like to report on. If you want to run a report for your entire
organisation, you do not need to choose an entity.</p>
<p>If you want to select a specific area for reporting, click on the
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Add Entity button" />
button to get a pop-up window showing the areas of the directory you can report on.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/reports_3.png" alt="Add Entity" />
<p>To drill up and down simply click on the hyperlinks provided, shown in
the screenshot below as Aberdeen, Birmingham, Brighton, Cardiff etc.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_1.png" alt="Entity panel" />
<p>Once you have reached the area you would like to report on, click on the green
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/tick_button.png" alt="Add Entity button" />
as highlighted in red below.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_2.png" alt="Entity panel" />
<p>Alternatively if you are looking for a specific area e.g. person,
department, site, name etc, you can just enter the name and press the
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_button.png" alt="Search" />
button as shown in the example below:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_3.png" alt="Entity panel" />
<h5>Selected Entity</h5>
<p>Once your entity you would like to report on had been selected, it will appear, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/selected_entity.png" alt="Selected entity" />
<h5>Delete an Entity</h5>
<p>In order to delete an entity, just select it with your mouse and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/red_delete_button.png"> button above it, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/delete_entity.png" alt="Delete entity" /> |
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NOTE: If you have restricted access, you may not be able to see the entire directory. You will need to speak to your system administrator to get access rights to other areas. |
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
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URL | /download/attachments/983147/add_button.png |
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button, as shown below: Screenshotmacro |
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URL | /download/attachments/1540127/entity_main.png |
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A new window will open, allowing you to navigate through the Directory in order to locate the entity you want to report on.
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URL | /download/attachments/1540127/entity_panel_1.png |
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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.
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URL | /download/attachments/1540127/entity_1_2.png |
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To go up in the hierarchy of the directory, click on the
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URL | /download/attachments/983147/back_button.png |
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button. Screenshotmacro |
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URL | /download/attachments/1540127/entity_1_3.png |
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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
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URL | /download/attachments/983147/search_button.png |
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icon. Screenshotmacro |
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URL | /download/attachments/1540127/entity_1_4.png |
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To select an entity, click on the
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URL | /download/attachments/983147/tick_button.png |
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icon alongside it. Screenshotmacro |
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URL | /download/attachments/1540127/entity_1_5.png |
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The name and directory path of the selected entity will be added in the
field, as shown below: Screenshotmacro |
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URL | /download/attachments/1540127/entity_5.png |
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Deleting an entity
To delete an entity, select it from the Entity field and click on the
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URL | /download/attachments/983147/minus_button.png |
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button, as shown below: Screenshotmacro |
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Border | false |
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URL | /download/attachments/1540127/entity_6.png |
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