User Summary Report/User Export

This report provides details on the Prendio Users defined at your company.

Updated on July 19, 2024

The User Summary/User Export Report can be accessed in the AP Management, Buyer, Reports, or Admin roles.

The following columns are included in this report:

First Name, Last Name, Email, Title, Phone, Mobile, Mobile Carrier, Prendio Roles, SMS Disable, Time Table Enable, Default GL Account, Approval Delegate, Departments, Projects, Spend Limit (USD), Personal Approval Path, Approval - Safety, Watcher - GL Accounts, Watcher - Projects, and Watcher - Departments.

 

AP Management > Reports

 

Buyer > Reports

 

Reports Role

 

The Open PO Summary report is available from the Reports dropdown menu:

 

A table with all active users will appear.  Select Export:

 

Prendio will generate a spreadsheet available to view:

 


Admin

Admin > Users

 

Select the users that need to appear on the report:

 
 

Select Export:

 

Prendio will generate a spreadsheet available to view: