Report - Portal Users By Branch

Portal Users by Branch

Note: This report would be good to run periodically to make sure the people on there still need a license.

Note: When an employee is terminated, the license should automatically be removed

Once you log into Reporter

STEP 1: Type "Portal" into the search field

STEP 2: Click Launch

Note: If the star to the right has not been clicked, click it so that it is now in My favorites. It will be easier to search in the future

STEP 3: type in your Branch Code

Note: See current Branch Codes below

Sacramento = SACC
Renewable Energy = EPC
Riverside Yard - OCLA
Hawaii = HIY
Portland = PTLDY
Colorado = COY
Seattle = SEAY
San Francisco = SFY

STEP 4: Click Launch Report

Note: You can just view the users if you click the + next to the branch List, but probably easier to send to spreadsheet

STEP 5: Click Export Results

STEP 6: Click Excel Comma-Separated Values (.csv)

Note: Once you have it saved to .csv it would be suggested to do a Save As and change it to excel otherwise any changes you might make will not be saved