Show the Last Log in Details of All Active Employees in a Saved Search
Published on
November 13, 2023 at 5:44:17 AM PST November 13, 2023 at 5:44:17 AM PSTth, November 13, 2023 at 5:44:17 AM PST
Scenario:
User needs to identify what are the roles assigned to their employees which are active and non-actively used.
Solution:
Create an employee saved search that will pull out the last login details of the employee on their NetSuite Access Roles.
To create a Saved Search:
- Navigate toReports>Saved Searches>All Saved Searches>New
- ClickEmployee
- ClickCriteriatab
- ClickStandardsubtab
- Filter:
Note:You can use other criteria to minimizethe filter since there are employees with multiple roles.System finds it hard to generate 1 report for huge volume of data. This can result to Time out Error.- SelectInactive
- Inactive:SelectNo
- ClickSet
- SelectLogin Access
- Login Access:SelectYes
- ClickSet
- SelectWorkplace(Optional)
- SelectPay Frequency(Optional)
- SelectInactive
- ClickResults Tab
- ClickColumnssubtab
- Field:
- SelectFirst Name
- Summary Type:SelectGroup
- SelectLast Name
- Summary Type:SelectGroup
- SelectEmail
- Summary Type:SelectGroup
- SelectRole
- Summary Type:SelectGroup
- Select Login Audit TrailFields...:
- Login Audit TrailField:SelectDate
- Summary Type:SelectMaximum
Note:This will be the identifier when is the most recent date the employee used their account per role
- Internal ID(Optional)
- SelectFirst Name
- Available for Reminders check box(Optional): EnterCheckmark
Note:Step 9 is only applicable if user needs to add the Saved Search on their Reminders portlet. - Search Title:EnterTitle
- ClickSave& Run
To create a Shortcut in Reminders Portlet:
- Navigate toHome>PersonalizeDashboard>Reminders>Set up
- Select theSaved Searchcreated above
- Show Reminder with Zero Results box:EnterCheckmark
- ClickSave