Manager Data Export

This report produces information in regard to client managers associated with a client organization's engagements.
This report produces the following columns:
  • Manager Name
  • Manager #
  • Requisition #
  • Type
  • Status
  • Manager
  • Supplier
  • Job Title
  • Department
  • Active User Account
  • Manager Email
  • Work Phone
  • Home Phone
  • Mobile Phone
  • Fax
  • Address 1
  • Address 2
  • City / Town
  • State / Province
  • Postal Code
  • Country
  • GUID
  • External ID
  • User Name
  • Record #
  • Activation Date
  • Active Person Account
  • Language Preference
  • Access Type
  • Roles - Multiple values are separated by a pipe ( | ).
  • Escalation Contact
  • Restricted Data Class
  • Process Emails - 'Inactive' if client manager does not receive emails.
  • Consolidate Approval Routing
  • Billing types for which configuration is enforced - Multiple values are separated by a pipe ( | ).
  • Automatic Approval
  • Billing Types of which Automatic Approval is Configured - Multiple values are separated by a pipe ( | ).
  • Operational Units - Multiple values are separated by a pipe ( | ).
  • Authorities - Multiple values are separated by a pipe ( | ).
  • Associated Delegates
  • Requisition Custom Fields - Any configured custom fields of the Requisition type that are added for the client organization or operational unit.
Field Description
ManagerSelect the client manager name associated with the engagement. This field is set to 'All' by default.
Supplier Name Filter the report output by the name of the supplier/vendor that is servicing the engagement. This field is set to 'All' by default.
Location Filter the report output by a configured client organization location.

Locations are defined in the client organization's configuration, and are specified during request creation. For more information about this configuration, see Client Locations.
Requisition TypeSelect the engagement type. This field is set to 'All' by default.
Requisition StatusSelect the status of the engagement to report on.
Select ColumnsSelect the columns to include in the report.