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Generate Report on Assigned Rep Permission Sets

Updated

A list of the assigned permissions sets is available when running the custom rep report.

  1. Click Reports in the left-hand menu.
  2. Click the green arrow in the Reports window to the right of the Custom Representative Report.
  1. In the Rep Personal Information section, select the First Name and Last Name fields.
  2. In the Rep Contact Information section, select the Rep Permission Set field.
 
  1. Select Continue. 
  2. In the Filter by Reps Status area, select if you would like the report to include Permission Set information for Active Reps or Inactive Reps. 
  3. In the Filter by Representative Type area, select if you would like the report to include Permission Set information about Primary Reps, Billing Reps, or Any Rep Type.
  1. Select View/Print Report to generate the report. The report will display the assigned Permission Sets for the Reps you've included in the report.