Client Delegates Report
This report produces information regarding client manager delegates.
Delegates can be added to your user account to perform tasks on your behalf, for example, billing approval. For more information about delegation, see Delegation.
This report produces the following columns:
- Manager Name
- User Status
- Delegate Name
- Delegate Email
- Delegate Type
| Field | Description |
|---|---|
| Delegate Name | Filter the report output by a specific delegate. This field is set to 'All' by default. |
| User Status | Filter the report output by the user status of the delegate. You can select either Active or Inactive. |
| Select Columns | Select the columns to include in the report. |
| Show Managers with Delegates Only | Select the check box to only display client managers that have client delegates assigned to them. |
| Manager Delegate | If the report is being run by the client manager delegate, then the delegate can select additional client manager delegate assigned by the delegating client manager. |