Report: Review Supporter Access

Contents:

What is the Review Supporter Access report?

Why should I use the Review Supporter Access report?

Where do I find the Review Supporter Access report?

How do I use the Review Supporter Access report?

What is the Review Supporter Access report?

The Review Supporter Access report lists each Supporter and the Reporters they are assigned to. Each row represents one Supporter–Reporter assignment.

This report was the original way to audit Supporter assignments, and is most useful when you need to filter assignments by Support Staff role. Otherwise, the newer Review Time Study Access report offers more flexible search and filter options and is generally the better choice for assignment audits. 

Why should I use the Review Supporter Access report?

Use this report when you need to review Supporter assignments by Support Staff role — a predefined list of roles your organization has assigned to Supporters (for example, Department Head, Medical Secretary).

Use it to:

• View all Reporters assigned to a specific Supporter
• Filter Supporter assignments by Supporter Group role
• Audit coverage across departments or business units

If you need to search by Reporter name, Admin name, or identify Reporters with no Supporter, use the Review Time Study Access report instead.

Where do I find the Review Supporter Access report?

Only Admins have access to this report. In the left-hand Navigation menu:

Click Reports

• Admin
  • Settings
    • Review Supporter Access

How do I use the Review Supporter Access report?

You can filter the report by these options:

• Business Unit
• Department
• Support Staff Role – The Support Staff role assigned to each Supporter.
• Active
• Name – Search by Supporter username, first name, or last name only. To search by Reporter or Admin name, use the Review Time Study Access report instead.

Reset filters by refreshing the page.

Each row represents one Supporter–Reporter assignment and includes these columns:

• Support Department
• Support Username
• Support Name
• Support User Type – Support Staff role.
• Reporter Name

A Supporter with multiple assigned Reporters will appear in multiple rows — one per Reporter.

Click Export to download a .csv file of the filtered results.

With this information, you can confirm which Reporters each Supporter is responsible for, or identify Supporters in a specific role who may be over- or under-assigned. For a more flexible view — including Reporter-based searches and identification of unassigned Reporters — use the Review Time Study Access report.