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pantherLIST Reports – User Guide
Contents
How to access the pantherLIST Reports site
The pantherLIST Reports are located at https://panthers.sharepoint.com/sites/PantherListReports
pantherLIST Ownership Reports Site
To access pantherLIST Reports, click on the link under pantherLIST Ownership Reports. Alternatively, you can click on the links in the navigation menu located on the left side of the home page.
Selecting your division
You will be presented with a list of all the reports organized by division. Look for your division and click on Click Here.
Please note: you may only have access to the division you belong to.
How to navigate the Ownership Reports list
Once you select your division, you will be taken to your division’s ownership report list. All reports are grouped into your division’s units as shown below.
You can expand each unit by clicking on the arrow next to the division name.
Each report item will be represented by the following columns:
- Name: Name of the employee.
- Email: E-mail address of the employee.
- Lists: A list of all the pantherLIST the employee is an owner of.
- Mail Report: Sends an email to the user that includes a short message and a list of their pantherLISTs.
- Unit: The unit the employee belongs to.
- Department: The department the employee belongs to. The department data may not be available for every employee.
The icon below means that the user has more lists than shown on screen.
To view all the lists, double click on the user and a window will pop up showing all their lists.
How to filter by employee Name
To instantly search for a specific employee, you can filter by name. To filter by name, click on the Name column followed by Filter by.
Type the name of the employee or browse for the employee on the list. Once you enter the name or select the employee from the list, click on Apply.
The list will only show the employee you filtered for.
To clear the filter click on the Name column followed by Filter by. Click on Clear all and finally Apply.
How to export the list to Excel
To export the list to Excel, click on the Export button at the top of the list then click on Export to Excel.
A file with the extension .iqy will be downloaded to your computer. Open then file and the Excel application will open on your computer.
Excel will ask for your permission to allow the application to communicate with SharePoint. Click on Enable.
Excel will ask you how do you want to import the data. It is recommended to leave the default settings as shown below:
The data will be exported to Excel as demonstrated below:
Please note: This export is your personal copy of the pantherLIST Reports data and you will be able to manipulate the data as you see fit. No changes will be made to the SharePoint list.
How to use the Mail Report functionality
You can use the mail report function to send an email to the user that includes a short message and a list of their pantherLISTs. To initiate a mail report, click on the Mail Report button for the user you want to send the report to. Please allow a few seconds after pressing the button.
If this is the first time running the mail report function, you will be asked to allow the automated system to gather your user details.
You will be ask to sign in with your account to SharePoint and Outlook 365.
Please note: you will only have to do this once.
Enter your message under Email Body on the box shown below. Once completed click on Run flow.
The system will generate an email with the message you entered in the email body and will compile a list of all the pantherLISTs that belong to the user. You will also receive a copy of the email.
Email Example:
How to use the Mail All Divisions function
Please note: Using the Mail All Division function will send an email to everyone in the division.
You can use the Mail All Division function to send an email to the entire division that includes a short message and a list of their pantherLISTs. To initiate a mail report, click on the Mail All Division button for the user you want to send the report to. Please allow a few seconds after pressing the button.
If this is the first time running the mail report function, you will be asked to allow the automated system to gather your user details.
You will be ask to sign in with your account to SharePoint and Outlook 365.
Please note: You will only have to do this once.
Enter your message under Email Body on the box shown below. Once completed click on Run flow.
The system will generate an email with the message you entered in the email body and will compile a list of all the pantherLISTs that belong to the user. You will also receive a copy of the email.
Email Example: