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

After creating a filter, you can save it as a favourite search using the 'Save Search' button. Favourite searches are available when you click the star button (next to the 'Save Search' button).

To clear all applied filters, click the 'Reset' button.

Report downloads

You can download your report as a CSV file using the download button.

When you download reports, CSV files are generated in the background. Once ready, they can be accessed (and downloaded to your computer) from the Downloads area of Analytics.

Your downloaded People reports will be available to you for 30 days following their download, and are not visible to other users.

For auditing purposes, all downloads are recorded in the Timelines report.


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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