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What is the People report and when should I use it?

The People report allows you to filter and report on all users in your Tribal Habits portal.

Lou Monsour avatar
Written by Lou Monsour
Updated over 2 weeks ago

Overview

The People report allows you to filter and report on all users in your Tribal Habits portal. The download of this report will include things such as, custom fields and deactivation date data against your people, allowing you to review this information when required and export for external purposes.

By default, this report shows all people, however, you can filter the report by:

  • People (default and custom fields)

  • Roles (any roles that exist in your portal)

  • Groups (any groups that exist in your portal) Note: Only visible when Groups are enabled in your portal.

  • Logins (All logins, never logged in, or logged in)

  • Dates (a selected period of time or custom dates during which users were created, last logged in, and deactivated)

Follow our guide to learn how to save your favourite filters and download reports.


Example

You want to reach out to all 'Staff' users who are yet to log into your portal.

Using the people filters, you ensure only the 'Staff' type is ticked and change 'All Logins' to 'Never logged in'. You then download the report as a CSV file which you can share with others, for example, managers or team leaders.

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