Reports\Generating a User ReportGenerating a User Report\To create a new User Report:

To create a new User Report:

1.       From the Reports tab, click on the User Reports tab. The User Reports list displays.

2.       Click New Report. The User Report page displays.

                                                                                                                                    Figure 70.      Generate a User Report

3.       Enter a Report Name for the report.

4.       From the User Fields scrolldown list click the fields you want to include in the report. Use Shift to select multiple consecutive fields or Ctrl to select multiple non-consecutive fields.

5.       When the field(s) you want to include in the report are highlighted, click the right arrow . The selected fields appear in the right-hand list. To remove fields from the report, click the field name(s), and then click the left arrow .

6.       If you want to include only a subset of the users in your report, you can add a filter to any field. From the Add filter dropdown list, select the field to which you want to add a filter and then click the plus (+) button. A set of corresponding filter fields displays: a formula dropdown list and a properties data entry field.

7.       For Text fields, the formula dropdown list includes the options Is, Is Not, Starts with, and Ends with. Select a formula from the dropdown list, and then enter the corresponding properties in the adjoining data entry field. For example, if you want a report of all users with the last name Smith, you might select Last Name from the Add filter dropdown list, and then select Is from the formula dropdown list, and enter Smith in the adjoining properties field.

8.       For Number fields, the formula dropdown list includes the options Is, Is Not, Less than, Less than or equal to, Greater than, Greater than or equal to, and Between. If you select Between, two properties fields display.

9.       For Date fields, the formula dropdown list includes the options Is, Is Not, Before, After, and Between. As with Number fields, if you select Between you must enter two property values.




Dates must be entered in the format MM/dd/yyyy.


10.    To remove a filter after defining it, click the minus [ - ] button at the end of the filter property field.




You can enter more than one filter for any given field. Simply select that field multiple times from the Add Filter dropdown menu, and make sure that any filter combinations you enter are logical.


11.    From the Show dropdown list click the users you want to include in the report: All Users, Only Enabled Users, Only Disabled Users, Only Active Users, Only Suspended Users.

12.    From the Report Format dropdown list, select the format you want the report generated in.

13.    Check the Create As Private box if you would like the report to be private.

14.    Click Save. You are returned to the Reports list page with the new report displaying.


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