Users Detail Report

The project's list of people with their sign-up date and whether they are active, which you can filter and download.

Users Detail Report screen with the organisation and location general filters, the Generate Report and Download buttons and the start of the All user transactions table

What it is for#

Here you have the list of people in the project: their WinChange number, when they signed up, their name, their email and whether they are active. Use it to know who is in and since when, and to export the list to a spreadsheet.

Where it is: Analyze › Users Detail Report.

What you see#

ElementWhat it shows
General filtersFilter by Organisation and Filter by Location (see Filters).
Generate ReportLoads the table with the general filters you chose.
DownloadDownloads the table as a spreadsheet file.
All user transactionsThe table of people, with its own filters on top.
SequenceRow number, starting at 0.
WinChange IDThe person's internal number.
Creation DateWhen the account was created, with date and time.
Name, Last Name, EmailThe person's details.
Active Status✓ if the person is active.
PaginationPage numbers under the table.
All user transactions table with the user, status and creation date filters and the Sequence, WinChange ID, Creation Date, Name, Last Name, Email and Active Status columns

Metrics#

There are no summary figures: the screen is the list.

MetricWhat it measuresHow it is calculated
Table rowsThe people in the project who match the filters.One row per person.
Active StatusWhether the person can sign in to the app.✓ active.

Filters#

FilterWhat it doesValues
Filter by OrganisationKeeps the people in one unit of the structure. It takes effect with Generate Report.Drop-down with the organisations.
Filter by LocationKeeps the people in one workplace. It takes effect with Generate Report.Drop-down with the locations.
Filter by UserFinds one person in the table.Drop-down with the people.
Filter by StatusKeeps active or inactive people.Active, Inactive.
Filter by Creation Date (from) / (to)Keeps the sign-ups in a period.Dates (dd/mm/yyyy).

How to#

See who signed up in a period#

  1. 1

    Load the table

    Pick an organisation or location if needed and click Generate Report.

  2. 2

    Set the dates

    Fill in Filter by Creation Date (from) and (to).

  3. 3

    Take it with you

    Click Download.

Things to know#

  • Despite its title, the table does not list transactions: it is one row per person, with their sign-up.
  • The creation time mixes 24-hour format with AM/PM (for example "14:25 PM"). The 24-hour time is the right one.
  • To change someone's details or deactivate them, go to Users: this screen is read-only.

Related#