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Hello All,
I found this forum very useful and I thought it might be worth to ask a question about smartlist builder. I'm looking to report on number of transactions entries per user from smartlist builder but can not get around it.
I would like the report to tell me how many invoices(transactions) were registered/entered to the GP system every day per user as Performance Indicator. I have picked up list of all transactions from PM Transaction Open File and users from System and users activities but when linked it doesn't give me anyting.
Any idea?
thanks
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Hi,
I have several clients that do this for exactly the reason you stated. They want to know how many transactions each of their clerks are entering per day. Someone else may post the transactions, but the clerks enter them. After they are entered , they are sent off for approval, etc. so that there is no value in the posting or batch information.
What we use is the Activity tracking feature. Set this up in Administration | Activity Tracking.
The metric to track is:
Activity type: File Tracking
Activity: Additions to Trx Files.
This will tell you how many transactions were added by the users you are tracking. It will also tell you which transactions they were :)
I also have clients who use this to determine who entered a journal entry. Often, the person entering the transaction is not the same as the person who posts the transaction.
Hope this helps!
Kind regards,
Leslie
SmartList has a field available in PM Transactions called Posted User ID. Does the user who enters the transactions also post them? If so, this may provide the info you're looking for. Otherwise, Richard's suggestion would work. You could also instruct users to include their User ID or initials in the Batch ID, if somone else is posting their batches. You could then sort and filter on the Batch ID to get a count.
Forgot to mention, for that summary smartlist, you need SmartList Builder
If you are using a salesperson ID to identify the people entering the order, this is easy. Otherwise, you need to get the users entering orders to put their initials somewhere on the order that can be used to identify them. A user defined field could be good for this if one is available. Then you can produce a smart list to list orders by user between two dates. Then make a copy of this and from options select a summary list and count the number of orders grouped by the user id.
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