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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 id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Add Entity button" />
button to get a drop-down list showing the areas of the directory you can report on.</p>
<img id="border" 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.
Please note that 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.</p>
<img id="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 the green
<img id="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 id="border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_2.png" alt="Entity panel" />
<p>This will then show that the entity you have chosen to report on as follows:</p>
<img id="border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/selected_entity.png" alt="Selected entity" />
<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 id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_button.png" alt="Search" />
button as shown in the examples below:</p>
<img id="border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/reports_1.png" alt="Reports screen" />
<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
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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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| Border | false |
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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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| Border | false |
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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
| Inlineimage |
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| URL | /download/attachments/983147/back_button.png |
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button. | Screenshotmacro |
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| Border | false |
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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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| Border | false |
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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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| Border | false |
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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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