Introduction

HelloID provides multiple templates for scheduled reports. This article will cover the details of each report.

Managed Products with Users

The Managed Products with Users report contains a list of all products that the recipient owns, along with all users that are assigned to those products. Each line of the report contains a unique product-to-user relationship.

Managed Users

The Managed Users report contains a list of all HelloID users who have the recipient listed as their manager. 

Managed Users with Products

The Managed Users with Products report contains a list of all users who have the recipient listed as their manager, along with all of the products that are assigned to those users. Each line of the report represents a unique user-and-product combination. You can also see when the product is scheduled to expire for the user.