Questions about the Admin Console?

For Administrators

Select the Issue:

 


Setting up my reports.

Please follow these steps to ensure that your reports are properly constructed:

  1. Go to the Admin Console, and click on the Client Resource Center icon.
  2. Scroll down to the User Guides section.
  3. Click on the reporting files in the Managing Vision sub-section.
    • Quick Reports: Provides a list of the types of quick reports that can be generated by the reporting tool.
    • Admin Quick Reports: Contains a list of the types of quick reports that can only be generated for Admins.
    • Dashboard: Provides a general walkthrough of how to use the Reporting tool, and the features offered.
    • Distributions: Contains a walkthrough on how to setup Distribution lists to automatically send reports to specific employees.
    • Creating and Managing Reports: Provides a walkthrough on how to create custom reports.
  4. If the documents do not address your questions, please contact us at:

 

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My report data is incorrect, out of date…

Please follow these steps if your reports are returning incorrect information:

  1. If you have not done so already, review the steps in setting up my reports to ensure your reports are properly setup.
  2. If the errors persist, please contact contact us at:

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Can I delete/remove an employee from our records?

Employees cannot be fully removed from the system, but their accounts can be inactivated:

  1. Go to the Data Manager, and select the Employees tab.
  2. Click on the row containing the specific user account you wish to inactivate.
  3. The Employee Details screen will display.
    1. Change the employee’s Status to Inactive.
  4. Click Submit Changes once all changes have been made.

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Can I merge duplicate accounts?

Duplicate accounts can be merged through the following steps:

  1. Go to Applications and select Data Manager.
  2. Click on Employee Tab.
  3. Click on Merge Employees.
  4. Select the accounts you would like to merge.
  5. Click on Merge These Employees.
  6. Select the account you want to merge the employees into.
  7. Click on Finish Merge.

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