Entity

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 the entity

To locate the entity you want to run the report for, click on the button, as shown below:

A new window will open, allowing you to navigate through the Directory, in order to locate the entity you want to run the report for.

To drill-down into the directory structure, click on a hyperlink

To go up in the hierarchical level, click on the button. 

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 icon.

To select an entity, click on the  icon alongside it.

The name and directory path of the selected entity will be added in the Entity field, as shown below:

Deleting an entity

To delete an entity, click on the button, as shown below:

The Entity 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.

If you want to select a specific area for reporting, click on the button to get a pop-up window showing the areas of the directory you can report on.

To drill up and down simply click on the hyperlinks provided, shown in the screenshot below as Aberdeen, Birmingham, Brighton, Cardiff etc.

Once you have reached the area you would like to report on, click on the green as highlighted in red below.

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 button as shown in the example below:

Selected Entity

Once the entity you would like to report on had been selected, it will appear, as shown below:

Delete an Entity

In order to delete an entity, just select it with your mouse and click on the button above it, as shown below:

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.