CSM1002 - Individual Activity Profile

This online report provides a list of the selected employees' activities for Group Management.. The group manager is only able to select a group that he/she is currently managing in order to run the report. This report lists the following information for the employee(s): membership orders, meeting registrations, DCD/ECD orders, subscription orders, inventory orders, other orders, certifications, and committee memberships.

 

This report can also display on the web using the Report control. See Configuring the Report Control for CSM1002 - Individual Activity Profile for more information.

Parameters

Parameter

Description

Default Value

Required?

Group Master ID

Allows users to select one of their managed groups.

All

Yes

Group Sub ID

Allows users to select one of their managed groups.

All

Yes

Employee Name

Allows users to select one of the employee's name in their managed group.

All

No

Activity from Date

Allows users to narrow the list of orders, certifications, and committee service selected for the report.

Null

Yes

Activity to Date

Allows users to narrow the list of orders, certifications, and committee service selected for the report.

Null

Yes

Include Membership

Allows users to specify whether MBR orders should be included in the report. This parameter will include all MBR orders for employees in the group that fall within the date range specified.

Null

Yes

Include Registrations

Allows users to specify whether meeting registration orders should be included in the report. This parameter will include all meeting registration orders for employees in the group that fall within the date range specified.

Null

Yes

Include File Downloads

Allows users to specify whether ECD/DCD orders should be included in the report. This parameter will include all ECD/DCD orders for employees in the group that fall within the date range specified.

Null

Yes

Include Subscriptions

Allows users to specify whether SUB orders should be included in the report. This parameter will include all SUB orders for employees in the group that fall within the date range specified.

Null

Yes

Include Inventory Product Purchases

Allows users to specify whether INV orders should be included in the report. This parameter will include all INV orders for employees in the group that fall within the date range specified.

Null

Yes

Include Other Orders

Allows users to specify whether orders where the subsystem is NOT MBR, MTG, ECD/DCD, SUB, or INV should be included in the report. This parameter will include all orders for employees in the group that fall within the date range specified.

Null

Yes

Include Certification Registrations

Allows users to specify whether certification registrations should be included in the report. This parameter will include all certifications for employees in the group that fall within the date range specified.

Null

Yes

Include Committee Service

Allows users to specify whether committee memberships should be included in the report. This parameter includes all committee members that fall within the date range specified.

Null

Yes