Showing inactive users in reports module

Good afternoon,

I have a question regarding the reports module in Sugar. My coworker would like to show results from an inactive user (the user is set to inactive as this employee no longer works for our company). However, her data did not get reassigned to another user as we want to keep the revenue line items on her name. 

Is it possible to also run a report containing the inactive users? By filtering on employeestatus is inactive, we don't see a dropdown list with inactive employees (see screenshot below).

Maybe there is a very simple answer to this matter, I also checked the Sugar reports manual, but haven't found an answer yet. 

Thank you in advance for your answer(s)!

Parents
  • Maybe you are mixing up two fields:

    - Employee Status (used to set if a user is shown on the employees module)

    - Status (user has a license or not)

    On the filter use Revenue Line Item -> Assigned User -> Field: Status = Inactive

    this works fine on my side:

    Result:

    Bests

    Björn

  • Hi Björn,

    Thank you for your quick reply. I put the employee status for this user to Active and the Status to inactive. 

    This works, but I would like to see the username popup in the username list of revenue line items.

    Here I can only find the active users, but not the inactive ones.

    Then, if I use the filter Revenue Line Item -->assigned user --> status is inactive, it contradicts each other so I cannot get the Username of all active users in the report and the username of the inactive users in the same report without running the report separately. 

    Is there a way to put them altogether?


    Thank you in advance again for your answer.

    Best regards,

    Maike 

Reply
  • Hi Björn,

    Thank you for your quick reply. I put the employee status for this user to Active and the Status to inactive. 

    This works, but I would like to see the username popup in the username list of revenue line items.

    Here I can only find the active users, but not the inactive ones.

    Then, if I use the filter Revenue Line Item -->assigned user --> status is inactive, it contradicts each other so I cannot get the Username of all active users in the report and the username of the inactive users in the same report without running the report separately. 

    Is there a way to put them altogether?


    Thank you in advance again for your answer.

    Best regards,

    Maike 

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