Reports

System administrators have access to reports about user activity, such as attendance, permissions, and recent logins. You can also view more detailed information about users, including their profile information. Filter the results as needed, and then export the reports as a Microsoft Excel or Adobe PDF file.

1. On the main navigation menu, select Site settings.

2. Select Reports from the list of options.

3. Select the report type that you want to generate:

   • Recent logins: a chronological list of logins by date. You can filter the list by workroom, date, and user. For more information, refer to the Recent Logins report.

   • Login activity: a list of users with their total number of logins and last sign in date. You can filter the list by workroom and date. For more information, refer to the Login Activity report.

   • Attendance: a list of event attendance by user. You can filter the list by workroom, user category, user, event, and date. For more information, refer to the Attendance report.

   Note

   When you export an attendance report, the file includes every attendee, including the users whose account may have been deactivated after the event.

   • Permissions: an overview of user and workroom permissions. You can select permissions from the Workgroups or Workrooms filters, and then export the report as a Microsoft Excel file. For more information, refer to the Permissions report.

   • Term information: an overview of any users with a term. You can filter the users by workroom, term number, officer role, term info, and date range. For more information, refer to the Term Information report.

   • Custom field: an overview of every user's custom fields. You can filter the results by selecting a previously used report or adding filters, including demographics, workgroups, and workrooms. If the custom fields are multiple choice, the report is displayed as a graph. Custom text fields are available when you export the report as a Microsoft Excel file. For more information, refer to the Custom Fields report. You can also include custom fields in the Directory report, described below.

   • Directory: an overview of every user's profile information. You can filter the results by selecting a previously used report or adding filters, including workrooms, user category, and address. To select which fields are available in the report, select the check mark next to a field name in the Display fields section. For more information, refer to the Directory report.

   • Events: an overview of current and previous events. You can add a group or workroom filter to view more details when you generate the report. For more information, refer to the Events report.

4. To download a report as an Adobe PDF file, select Download > Download as PDF.

5. To download a report as a Microsoft Excel file, select Download > Download as Excel.

6. Select Download in the window that appears.