User Reports

The User Summary report provides user account configuration information for the selected users.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property Name – Click the Select link to run the report for all users that have the selected property as their default property.
• Region – Select a value to run the report for all users that have a property in a particular selected region as their default property. If a property is selected, the Region drop-down menu is not displayed.
• Company – Enter a value to run the report for users that contain the specified characters in their company name. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• User Type – Select the type of user you want to run the report for: full users, named guests, or unnamed guests.
• Email Address – Enter a value to run the report for users that contain the specified characters in their email address. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• Show Detail – Select Yes to include the following additional columns of information in the report: Last Notify Date, Last Inspection Date, and Last Use.
• Status – Select a value to run the report for Active, Inactive, or All users.
• Other Admin Options – For super administrators only, the following additional options are available:

• Run for 360 Billing – Select Yes to run billing for all users who meet the specified criteria.
• Update Logbook security for Users/Add Activity Group – This option allows you to add the selected activity group to the security profile of all users who meet the specified criteria. Specify the desired criteria, select the activity group to add, and then click the Add to Security button. This option adds activity groups, it does not run the User Summary report.
• Update Request History Days for Users/Req.History Days – This option allows you to limit the number of days of request history that is displayed on the Request Details page for all users who meet the specified criteria. Specify the number of days and then click the Update History Days button. This option updates the number of days of request history displayed, it does not run the User Summary report.

Report Output

The generated report contains one row for each user. The results include:

• Name – the user's name, specified as a combination of Last Name, First Name
• Address1, Address2, City, State, Zip, Country– these columns specify the user's recorded address
• Company – the name of the company the user is associated with
• Phone, Mobile, Home, Fax – these columns specify all of the user's stored telephone numbers
• E-Mail – the user's email address
• Security Profile – the name of the security profile used to define the user's security rights
• Admin – indicates whether the user has property, region, or system administrator security rights
• Username – the unique user name used to sign in to the system
• PW Last Updated – the date and time the user's password was last updated
• Department – the department within the company that the user is associated with
• Title – the user's job title
• Ext Emp ID – the user's unique employee ID used with an external system
• Last Login – the date and time the user last logged in to the system
• REG Rate – the user's regular labor rate
• OT Rate – the user's overtime labor rate
• DT Rate – the user's double-time labor rate
• Default Property – the user's default property
• Default Space – the user's default space with the property
• Restricted – Y if the user has limited security rights
• Email Group – the name of the email group the user belongs to
• Language – the language in which the user interface is displayed to this user
• Status – Active if the user is active

The following columns are displayed only if PR Approvals and PO Approvals are enabled.

• Approval Level PR – the purchase requisition approval level defined for this user; blank if no approval level is defined

• Approval Level PO – the purchase order approval level defined for this user; blank if no approval level is defined

The following columns are displayed only if the Show Detail criterion was selected.

• Last Notify Date – the last date on which a request notification was sent to this user
• Last Inspection Date – the last date on which a this user created an inspection
• Last Use – the last date this user used the system, which is determined by the most recent date that any of the following events happened: the user logged in to the system (this column does not capture system usage via email response codes), the user received a notification, or the user performed an inspection.

The EP User Report provides a list of all users that have access to the EP (Emergency Preparedness) module.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property Name – Click the Select link to run the report for all users that have the selected property as their default property.
• Company – Enter a value to run the report for users that contain the specified characters in their company name. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• User Type – Select the type of user you want to run the report for: full users, named guests, or unnamed guests.
• Email Address – Enter a value to run the report for users that contain the specified characters in their email address. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• Status – Select a value to run the report for Active, Inactive, or All users.

Report Output

The generated report contains one row for each user, sorted by property. The results include:

• Property Name – the name of the property
• Company – the name of the company the user is associated with
• Last Name – the user's last name
• First Name – the user's first name
• Username – the unique user name used to sign in to the system

The User Report by Activity Group report provides a list of all users that have access to the specified activity group.

Report Criteria

To refine your results, specify the following criterion.

• Activity Group – Select a value to run the report for a particular activity group. If no value is selected, the report is run for all activity groups.

Report Output

The generated report contains one row for each activity group/user combination. The results include:

• Activity Group – the name of the activity group the user has access to
• First Name – the user's first name
• Last Name – the user's last name
• External Employee ID – the user's unique employee ID used with an external system
• User Type – the type account this user has: full user, named guest, or unnamed guest

The User Report by Incident Type report lists all incident types and subTypes and the users that have security rights to them.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property Name – Click the Select link to run the report for all users that have the selected property as their default property.
• Company – Enter a value to run the report for users that contain the specified characters in their company name. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• User Type – Select the type of user you want to run the report for: full users, named guests, or unnamed guests.
• Email Address – Enter a value to run the report for users that contain the specified characters in their email address. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• Status – Select a value to run the report for Active, Inactive, or All users.

Report Output

The generated report contains one row for each incident/user combination. The results include:

• Incident Type – the type of incident (for example, fire, flood, or system failure)
• Incident SubType – the subType that further defines the incident type
• View Confidential – Yes if the user can view confidential incidents
• First Name – the user's first name
• Last Name – the user's last name
• Company – the name of the company the user is associated with
• Title – the user's job title
• External Employee ID – the user's unique employee ID used with an external system
• User Type – the type account this user has: full user, named guest, or unnamed guest
• Security Profile – the name of the security profile used to define the user's security rights
• Default Property – the user's default property

The User Login Information report provides configuration and activity information about each user login.

This report is only available if Advanced Login Security is enabled for the installation by the super administrator and it is only available to users who have the Login Admin security right.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property Name – Click the Select link to run the report for all users that have the selected property as their default property.
• Company – Enter a value to run the report for users that contain the specified characters in their company name. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• User Type – Select the type of user you want to run the report for: full users, named guests, or unnamed guests.
• Email Address – Enter a value to run the report for users that contain the specified characters in their email address. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• Status – Select a value to run the report for Active, Inactive, or All users.

Report Output

The generated report contains one row for each login. Following each login row, additional rows of audit information may be displayed to indicate certain types of account activity (for example, login, password change, failed login) that have occurred on the account. The results include:

• Name – the user's name, specified as a combination of Last Name, First Name
• Username – the unique user name used to sign in to the system
• Company – the name of the company the user is associated with
• Phone – the user's phone number
• E-Mail – the user's email address
• Admin – true if the user has been granted the System Admin right
• Login Admin – true if the user has been granted the Login Admin right
• Security Profile – the name of the security profile used to define the user's security rights
• Restricted – true if the user has a restricted security profile
• User Status – true if the user is active (the report must be run for either active or inactive users)
• Login Status – locked if the user has been locked out of this account (for example, by exceeding the limit of unsuccessful login attempts)
• SSO Required – true if single sign-on is required by this user (the single sign-on option is only available if single sign-on is enabled for the installation)
• Force Password Change – true if the user will be forced to change his or her password on the next login
• Login Expiration Date – this column is empty (not currently implemented)
• Never Expire Password – true if the user's password never expires
• Password Last Updated – the date and time on which this user's password was last changed
• Password Expiration Date – the date on which this user's password expires
• Consecutive Incorrect Logins – the number of consecutive failed login attempts since this account was last reset
• Audit Date – the date on which the audit entry was made
• Audit Description – the event that occurred (for example, login, failed login, password change)
• Audit Admin Name – the name of the administrator who performed the event, if applicable

The User Geo-Location Report report provides a list of users and their associated spatial data such as latitude and longitude.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property Name – Click the Select link to run the report for all users that have the selected property as their default property.
• Region – Select a value to run the report for all users that have a property in a particular selected region as their default property. If a property is selected, the Region drop-down menu is not displayed.
• Company – Enter a value to run the report for users that contain the specified characters in their company name. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• User Type – Select the type of user you want to run the report for: full users, named guests, or unnamed guests.
• Email Address – Enter a value to run the report for users that contain the specified characters in their email address. This criterion is not case-sensitive and will only return users that contain the entire word or phrase entered.
• Status – Select a value to run the report for Active, Inactive, or All users.

Report Output

The generated report contains one row for each user. The results include:

• Last Name – the user's last name
• First Name – the user's first name
• Company – the name of the company the user is associated with
• Title – the user's job title
• Address1, Address2, City, State, Zip, Country– these columns specify the user's recorded address
• Phone – the user's phone number
• Mobile Phone – the user's mobile phone number
• E-Mail – the user's email address
• Mobile Email – the email address associated with the user's mobile device
• Status – Active if the user is active
• Manager 1, Manager 2, Manager 3 – these column list the user's managers as established in the time card module
• Default Region – the user's default region (the region listed first on the User Security page)
• Latitude, Longitude – the latitude and longitude of the user's location as imported using the Geographic Information System module