How to generate ALL the users’ records based on ORGANIZATION

How to generate ALL the users’ records based on ORGANIZATION

How to generate ALL the users’ records based on ORGANIZATION

 

If standard report does not meet your requirements or the specific fields that you want to see is not displayed on standard report, custom report maybe the solution. Below are the steps on how to create a custom report:

 

  1. On Reports >> Report Wizard >> Create report;
  2. Enter the details of the following;
    • Report ID;
    • Report name;
    • Report Type;
      • You may select the desired output fields based on the selected type.

img1.png

 

      3. Save the report;

      4. Select the fields output on the report under Columns tab like user ID, username, etc. and save;

img2.png

 

 

    5. After selecting the desired fields on Columns tab, you may proceed to Summary tab to select the output format of the report, we recommend using the 'CSV (Comma delimited) (*.csv)' and save it on your machine or you have the option to scheduled it on your desired time and date.

 

Note: Users should have the applicable permission for them to be able to generate the custom report, including the modules and users who they want to check as these information will not show up on the selector page.

    • Related Articles

    • Product Release Information for Version 24.04

      The attachment outlines all the functional enhancements as part of the 24.04 release. Please reach out to use at Peak Pacific support should you wish to have your system upgraded.
    • Product Release Information for Version 23.07

      This document outlines the enhancements included in Version 23.07
    • PeopleFluent Learning Resolved Issues Report version 25.6

      PeopleFluent Learning Resolved Issues Report PeopleFluent Learning 25.06 PeopleFluent is pleased to announce the upcoming 25.06 update of PeopleFluent Learning. This document provides information about issues resolved in this update
    • Report Administration

      There are various ways to show and generate a report on PeopleFluent Learning and these are: Through the Home page Dashboard; Various Standard reports; Our very own Custom report (Report Wizard) Dashboard On this page, report can be display in ...
    • PeopleFluent Learning Resolved Issues Report version 25.06

      PeopleFluent is pleased to announce the upcoming 25.06 update of PeopleFluent Learning. This document provides information about issues resolved in this update.