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Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
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Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Universal Settings
- Dashboards
- System Manager
- Automation Manager
- Aico Announcements
Create a user report
Modified on Mon, 09 Jan 2023 at 12:40 PM
To create a report that shows the active user roles in the system, follow the steps below:
- From the User page, press Create report and define the following settings:
- System: Select the system from which data is retrieved to the report.
- Company: Select the company to be included in the report.
- Business unit: Select the business unit to be included in the report. This option is available if the company has business units. This is optional.
- Document templates: By default, data from all document templates enabled in the company is included. To limit the selection, select a template from the drop-down list.
- Roles: By default, all roles are selected. To limit the selection, select the required roles from the drop-down list.
- Other selections: Select Yes/No to the rest of the selection options.
- To run the report, click Create Report. The report is generated in Excel format.
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