Associate Units with Users Rules Report

Currently there is no way to review above unit or unit assignment rules in a list view or report view. This enhancement provides a way to export above unit and unit assignment rules in order to create a streamlined processes for Admins managing users for large enterprise organizations. This will help save time, limit confusion, and ensure the right audiences are being assigned to their org structure accordingly.

In the Report Builder, there is now a report under Academy called Associate Units with Users Rules Report.

By default, the report will show Above Units and Units associated with specific academy rules.

Several relevant fields are also available to be added, as needed.

Related Articles

Using the Report Builder

Setting Auto Assignment Rules

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