What types of reports are available to System Admins?

Modified on Tue, Aug 7, 2018 at 10:24 AM

In addition to all the reports available to other roles, there are several reports that are ONLY available to those with the role of System Admin.


Go to Reports > Standard Reports (see SS A) to see the list of reports available (see SS B):


SS A:



SS B:



The Account Ownership Report will show the account ownership by count and % of total accounts. Choose from the parameters available and select Run Report.


The Unassigned Accounts Report will display the accounts that do not have a preparer and reviewer and/or approver assigned to them.  Choose from the parameters available and select Run Report.


The Incomplete Account Attribute Report will display the accounts with incomplete attributes loaded in the current period.  Choose from the parameters available and select Run Report.


The New Account Report will show accounts with their creation period.  Choose from the parameters available and select Run Report.


The Account Attribute / Ownership Change Report shows account attribute / ownership changes.  Choose from the parameters available and select Run Report.

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