Assignment Profile Include Tab¶
Use the Include page to choose which Assignments the Assignment Profile report will cover.
Which Assignments Do You Want to Include in This Report?¶
Use the radio buttons to select the Assignments that will be included in the report. You can also select if the report will include active and/or inactive Assignments.
All Assignments¶
With this option, the report will include all Assignments in your account depending on the selections in the Active and Inactive Assignments section.
Only include this Assignment - or Assignment(s) from this Site or Place¶
Use the dropdown list to limit the report to just the Site, Place, or Assignment you select.
The Assignments included will also depend on your selections in the Active and Inactive Assignments section.
Only include Assignments with this Coordinator¶
This option only appear if you have coordinators in your account. If you have no coordinators, this option will not appear.
Use the dropdown list to limit the report to just Assignments that are assigned to a particular Coordinator.
The Assignments included will also depend on your selections in the Active and Inactive Assignments section.
Only include Assignments in this Cluster¶
You will only see this option if the Cluster field has options defined. If you haven't created any clusters, or haven't associated any of your Assignments with any cluster, you won't see this option.
Use the dropdown list to limit the report to just Assignments that are linked to a particular Assignment Cluster. If the Cluster field has been renamed in your account, the name you gave to this field is shown instead.
The Assignments included will also depend on your selections in the Active and Inactive Assignments section.
Active and Inactive Assignments¶
Check the Active checkbox if want the report to contain information for Assignments that have the Active status in your account. The default setting is checked.
Check the Inactive checkbox if you want the report to contain information for Assignments that have the Inactive status in your account.
Complete Report¶
When you're finished choosing the Include options for your report click the Next button to continue to the next step if you're creating or modifying a custom report. If you're running a custom report that you already made, or using a stock report, click the Run Now button when you're ready to have the system create the report file. This file will be sent to the In Box of your Volgistics Mailbox when it is complete.