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Obtaining a report that shows a list of employees and their security groups

This support note applies to:

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

  • AO Practice Manager (NZ)

  • AO Practice Manager (AU)

Article ID: 32827

Currently in AE Practice Manager, from Maintenance > Security > Employee Group Security, you can see the security group that an individual employee belongs to, and add and remove employees from security groups.

However, there is no report that currently allows you to see a list of all employees and their corresponding security groups.

This spreadsheet is designed to provide basic information catering for a broad range of requirements. If changes are needed to the spreadsheet, they may be undertaken as a chargeable service, in the same way as report customisations.

To open the spreadsheet

  1. Depending on your database name, double click the relevant spreadsheet. The spreadsheet can be downloaded and saved on any workstation running AE Practice Manager.

     

  2. Select either:

    • Data > Refresh Data

    • For MS Excel 2007, Data > Refresh All > Refresh and click OK to accept the Microsoft Excel Security Notice.

  3. If you are prompted with an SQL Server login screen, enter your SQL password and click OK.

    The details for your practice appear.