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Configure your custom project participants report

Set up and run your custom Oracle report.

Required permissions
Edit organization information
Access Insights
Access Reports

The custom project participant report has been tailored for your organization. If your organization has registered separate Aconex organizations (for example to manage different divisions), you may want the report to display user details for those related organizations. To do this you need to set your organization's email address, so the report knows which organizations are related.

Contact your Oracle Aconex representative if the report does not include the information you expect.

Note: You cannot view complete details for users in other external organizations.

Tip!

This report is only available to selected customers. If you do not see this report, your organization is not entitled to this limited release.

Add your email address to your affiliated organization(s)

Follow these steps to set up each of your affiliated Aconex organizations. This allows your custom report to display complete user details for those organizations. If you have organizations registered in different Aconex instances, make sure you consider those too. Note: Newly added organizations will not appear in existing reports, you'll see them in the next month's report.

  1. Click Setup > Organization Details.
  2. In the Email Address field enter your company email address.  
  3. Click Save.
  4. Repeat steps 1-3 for each Aconex organization your organization owns. You can follow these steps again if you need to include more organizations in the future. 

Tip!

The domain name after the @ is what's important here. Make sure it's consistent in all affiliate organizations. The email account itself doesn’t have to exist, so you could enter anything before the @. For example aconexreports@majesticbuilders.com, or noreply@majesticbuilders.com, but it may be easier to enter your own.

If this is the first time setting up the report

  1. Contact your Oracle Aconex representative and advise:
  • The email address you entered in Organization Details.
  • The Organization name and Organization ID of each Aconex organization you want the report to be available to run.

       2. Your Oracle Aconex representative will let you know once the report has been updated. 

Run the report

  1. Click Insights > Reports.
  2. Click the Organization tab.
  3. Select your custom project participant report (as advised by your Oracle Aconex representative).
  4. Run the report and Export it to Excel.

Remove an organization

To remove an organization from displaying complete user details in the report:

  1. Click Setup > Organization Details.
  2. Remove the Email Address.
  3. Click Save.
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