Admin

• Admin: Invalid Workflows (Active)

  • Report Type: Workflow.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: None.

  • Description: Displays active invalid workflows. Displayed data: Entity Name, Workflow Name, and Status.

• Data Dictionary

  • Report Type: Company.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: None.

  • Description: Displays a list of fields in Lucernex and their definitions. Displayed data: Database table, Script Name, Field Label, Is Functional? flag, Defintion.

• Discount Rate

  • Report Type: Company.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: None.

  • Description: Displays a list of discount rates added to the Manage Discount Rates page. Displayed data: Effective End Date, Length in months (minimum), Length in months (maximum), Discount Rate, Country, State / Province, Portfolio, Accounting Method, Use Type, Notes.

• Exchange Rate

  • Report Type: Company.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: None.

  • Description: Displays a list of exchange rates added to the Manage Exchange Rates page. Displayed data: Effective Date, From Currency, To Currency, Exchange Rate, Exchange Rate Type.

• Lx Entity Count by Status

  • Report Type: Program.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: None.

  • Description: Displays number of active and inactive entities in your firm per type—for example, number of active and inactive sites, facilities, or contracts.

• Member Audit Report

  • Report Type: Member.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: Reporting Interval (for example FY 2017, all periods year-to-date, or Q4 2017), Action Name, Member, User Class.

  • Description: Tracks user actions for auditing purposes.

• Members List

  • Report Type: Entity.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: None.

  • Description: Generates a list of members, their job functions, job titles, and user class per entity in Lucernex.

• Security Report - Computed

  • Report Type: Company.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: Modified By, Modified Date, Security Object Name is, Security Type is, User Class.

  • Description: Shows all security settings by user class. The Modified Date column has a value when a user class has non-default settings.

• Security Report - Configured

  • Report Type: Company.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: Modified By, Modified Date, Security Object Name is, Security Type is, User Class.

  • Description: Shows all configured security settings by user class.

• Schedule. Folder Templates Applied

  • Report Type: Entity.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: Budget Template, Folder Template, Task Template.

  • Description: Shows when folder and schedule templates have been applied. Data includes Entity Type, Entity Name, Applied Date, Applied By, Template Type, Template Name, Schedule Start Date, Schedule End Date, and whether the folder structure was copied.

• User ID Created Report

  • Report Type: Company report.

  • Default View Type: Spreadsheet report.

  • Runtime Filters: None.

  • Description: Shows basic user information. Data includes First Name, Last Name, Job Function Description, Job Title Description, Phone, Employer Name, Email, Mobile Number, Contact Type, Login Name, User Class Description, Last Login Date, and Created Date.