Users & Groups Report

Users & Groups Report

Overview

This report contains information pertaining to your Users and Groups. The Users & Groups Report contains the following tabs:
  1. User Details
  2. Group Details
  3. User Personnel Details (optional)
  4. User Device Details
  5. User Last Portal Login Report
  6. Idle Users Report


Mobile Forms Administrators and Reporters can access this report at Reports > Users & Groups Report.

User Details

You can view details for all of your Users including Username, First Name, Middle Name, Last Name, Phone, Folders they have access to, Groups they belong to, Roles and whether they are listed as Optional Form Recipient when sending Forms they have access to. You can download your list of User Details by clicking the Export button at the top or the Excel or CSV button at the bottom of the page.

You have the ability to filter your list by Username, First Name, Last Name, E-Mail Address, User Key, Folder and Roles. 

You can also check the optional "Display E-Mail Address", "Display User Key", and "Display Require SSO Login" if you wish to include those additional columns in your table. These are all unchecked by default and the SSO option will only appear if you have SSO enabled for your company. Please refer to the article on Single Sign On (SSO) Settings for more information on how to enable SSO.


Group Details

You can view the Group ID, Group Name and the Usernames of the members for all your Groups.  You can download your list of Group Details by clicking the Export button at the top or the Excel or CSV button at the bottom of the page. You can also filter your list by Group Name and Username. 


User Personnel Details (optional)

The User Personnel Details report is only visible if you have the Personnel feature enabled. Please refer to the article on Personnel Details for more information.
You can view the Username, Personnel ID, Personnel Type, Job Title, Default Location and Default Group for all your Users. You can download your list of Personnel Details by clicking the Export button at the top or the Excel or CSV button at the bottom of the page. You can also filter your list by Username. 


User Device Details

This report displays the details for your Users who are assigned to devices. You can download your list of User Device Details by clicking the Export button at the top or the Excel or CSV button at the bottom of the page. You can also filter your list by Username and Folder.

A. Assigned User Information -  The Username, First Name, Last Name, E-Mail Address, and Folders available to the assigned User.
B. Status - The current activation status of the device which include "Active", "First Contact" and "New".
C. Activation ID -  The activation ID for the device.
D. Version - The version of Mobile Forms currently installed on the device.
E. Device Information - The Device Platform, Platform OS and Device Type.
F. Asset Tag or Description - The asset tag or custom description that was added by the Mobile Forms Administrator when activating the device. This is an optional field.
G. Last Sync - The date and time of the last sync between the device and Field2Base.

User Last Portal Login Report

You can view the Username, First Name, Last Name, E-Mail Address, Roles, Last Login Timestamp and Status for all of your Users. You can download your list of User Last Portal Login by clicking the Export button at the top or the Excel or CSV button at the bottom of the page.
You can also filter your list by Username, First Name, Last Name, E-Mail Address, Status (default is set to "Active" Users,  Users that have been deleted have "Inactive" status), Roles and Last Login Timestamp date range.


Idle Users Report

This report give you the ability to view a list of Users who have not sent in any Forms within a specified date range. The default list shows any Users who have an assigned device and have not submitted any Forms today. You can download your list of User Last Portal Login by clicking the Export button at the top or the Excel or CSV button at the bottom of the page.


You can use the following filters to customize your Idle Users list as needed.
A. Submitted Date - Enter the date range that you wish to see any Users who have not submitted any Forms. Default is the current day.
B. Display Only Device Users - Uncheck if you want to include Users who do not have an assigned device. For example, they may have used the Web App to submit a Form or they may have had a device assigned to them in the past. This is checked by default.
C. Username/ First Name/ Last Name/ E-Mail Address - You can use these filters to search for a specific User if you want to check if they have sent in a Form within a date range.
D. Group - Select a Group from the drop-down to filter by Users in a specific Group. See the article on Managing Groups for more information on creating and managing Groups of Users.
E. Folder - Select a specific Folder from the drop-down to see which Users with access to a specific Folder have not sent in a Form within your date range.
F. Form - Select a specific Form from the drop-down to see which Users with access to a specific Form have not sent in that Form within your date range.

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