Use Case Reports - Active Users

Active Users Report

Users can pull a report showing all the active users within the organization. This is most helpful when identifying and updating user records.

To do this, navigate to the Reports grid, select "Create Report”, and follow these steps:

1. Select "User" as the data source and choose the columns to be included in the report. For this particular report, the user can add the following columns: User Active, User Role, User Permission Group, User First Name, User Last Name, User Company, and User Email.

2. Hit "Run Report" and this should display all the users within the organization.

Adding filters

Adding filters to the report will apply more specific information for searching, updating, or validating user record purposes. To do this, click on the "Add Filter" at the lower left, and the "New Filter" window will pop up.  You can utilize the first drop-down button to select which filter to add, which can be something like "User Active", "User First Name", or "User Email". In the example below, the user added "User Active", the Operation is "Equal To" and the Value to "True" and then hits "OK".

This will display all of the Active Users on the system.