The Users Custom Report allows you to track users using custom search criteria.
Steps to Generate the Users Custom Report
Click Administration > Organization Setup > Users Custom Report. The Users Custom Report window displays as shown below.
To generate the report with saved report criteria, click the Select Saved Report Criteria drop-down menu and select the saved report criteria you want to use to generate the report, then proceed to step 6. If you do not want to use saved report criteria, proceed to step 3.
Click Next. The Users Report window displays as shown below.
Complete the fields described below as necessary.
Field. | Description |
Report Header Display Options | |
Display On all pages | When selected, displays the Report Header on all pages. |
Display on 1st Page | When selected, displays the Report Header on the first page only. |
Do not display on any pages | When selected, does not display the Report Header on any pages. |
Select Options | |
Group By | Provides an option to group users by Action Office, Active Status, Group Name, Part/Full Time or Shift. |
Sort By | Provides an option to sort users by Last Name or First Name. |
Sort Order | Provides an option to sort users in Ascending or Descending order. |
Filters | |
Personal Information | |
First Name | The first name of a user. |
Last Name | The last name of a user. |
User Information | |
Action Office | Provides an option to select Action Office(s), to which a user is assigned. |
Group | The User Group to which a user is assigned. |
Select any field(s) from the Select Fields box, then click to import them into the Selected Fields box. To de-select a field, click the field name, then click it.
NOTE: Use the scroll up/down buttons to move the selected fields up or down.
Click Generate. The Users Report displays as shown below:
NOTE: See Printing, Exporting, and Emailing Reports for information on how to print, export, and email reports