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User Reports

The following user reports are available:

REPORT DESCRIPTION
Audit History Report Details the actions that have been made to a user, the Administrator who performed the action and when it occurred.
User Activity Report Provides a report detailing users’ interactions with the system, including timestamps, IP addresses, services, functions and actions involved.
Can be generated from Administration or the Report Centre.
User Details Report Provides a user’s general information and details the applications, roles & permissions assigned to the user.
User Summary Report Provides a CSV report with a user's general details, the roles they are entitled to and their Authorisation Group.

To generate a report from the User Management screen, select one or more users and click Reports on the Control Bar. Alternatively, right click and select the report from the Context Menu.

To select all users, tick the box next to the first column in the header:

To generate a report from the User Details screen, click Reports on the Control Bar:

Audit Report
  1. Select Audit Report from the Reports menu
    RESULT: The Generate Report pop-up window is displayed.
  2. If required, enter a Report Name up to 20 characters
  3. Choose a Report Format from the drop-down list. Choose from CSV or PDF.
  4. Select a Date. Choose from Today, Yesterday, Week to Date, Previous Week, Month to Date, Previous Month, Specific Date or Date Range.
  5. Select an Audit Event Type. Choose from All, Approved, Created, Deleted, Disabled, Enabled, Modified, Password Reset or Rejected.
  6. Click Submit
    RESULT: The report will be created and available in Administration > Download Reports.
User Activity Report
  1. Select User Activity Report from the Reports menu
    RESULT: The Generate Report pop-up window is displayed.
  2. If required, enter a Report Name up to 20 characters
  3. Choose a Report Format from the drop-down list. Choose from CSV or PDF.
  4. Select a Date. Choose from Today, Yesterday, Week to Date, Previous Week, Month to Date, Previous Month, Specific Date or Date Range.
  5. Select Functions to add to the report:
    1. Click Add
    2. Select one or more functions from the Add Functions pop-up window:
      • Account Group Management
      • Account Management
      • Authorisation Panel
      • Bene Management
      • Confidential Data Group Management
      • Division Settings
      • Download Reports
      • Grid Reporting
      • Payment Management
      • Report Profile
      • Report Scheduling
      • Role Management
      • Self-Service
      • Session Management
      • Template Management
      • User Management
      To select all functions, tick the box next to the Functions heading.
    3. Click Add Selected Functions
  6. Click Submit
    RESULT: The report will be created and available in Administration > Download Reports.
User Details Report
  1. Select User Details Report from the Reports menu
    RESULT: The Generate Report pop-up window is displayed.
  2. If required, enter a Report Name up to 20 characters
  3. Choose a Report Format from the drop-down list. Choose from CSV or PDF.
  4. Click Submit
    RESULT: The report will be created and available in Administration > Download Reports.
User Summary Report
  1. Select User Summary Report from the Reports menu
    RESULT: The Generate Report pop-up window is displayed.
  2. If required, enter a Report Name up to 20 characters
  3. The Report Format will default to CSV
  4. Click Submit
    RESULT: The report will be created and available in Administration > Download Reports.