Customizable User Reports

Applies to Collaborator 14.6, last modified on November 06, 2024

This group of pre-built reports generates a list of users that meet certain requirements. Currently it includes the following review list reports:

  • Enabled Users - List of users who are allowed to log into Collaborator server.

  • Disabled Users - List of users who are no longer allowed to log into Collaborator server.

  • Administrators - List of active administrator accounts.

  • All Users - List of users that have been created in the system.

  • Activity This Week - List of users who were active in reviews this week.

  • Activity Last Week - List of users who were active in reviews last week.

  • User Detail Report - Detailed report of user information.

Once you click on a report name, you will be directed to a page where you can configure the criteria for the user reports.

All reports from this group, except for the User Detail Report, have the options divided into several groups: Columns, Filters and Options. Whereas, the User Detail Report has only one group of options.

Columns

In this section you can select which of the fields to include in the generated report. Thus you can choose how much or how little you view in the report.

Typically the following column names are displayed:

ID

The unique identifier of the user.

Login

User login.

Name

User full name.

Email

User email address.

Phone

User phone number.

Last Login

Date and time, when the user has logged in last time.

Last Activity

Date and time, when the user has performed any actions on Collaborator server.

Last Logout

Date and time, when the user has logged out last time.

Admin

Indicates whether the user is an administrator.

Enabled

Indicates whether the user is enabled.

User Activity

Duration of user activity in the given time period.

Filters

In this section you can define which users to include or exclude from the report. Most of the fields that Collaborator can display (see Columns section), can also act as filter fields.

You can specify one or more conditions and Collaborator will show only those reviews that match these criteria. For instance, show users that belong to some particular group, users who were active in last week and so on.

When several conditions are given, the report displays data that matches all of the specified conditions.

Options

This section allows you to edit the sorting, title, and number of rows of the displayed report. A report has a limit on the maximum number of rows that can be displayed: 50 rows by default. You can change the number in the Max # Rows field. When you export report data to CSV or SQL or print the report all rows are exported/printed regardless of this option value.

User Detail Report Options

The User Detail report has only two options:

Participant

The full name and login of the desired user.

Activity Period

Time period for which to generate the user activity report.

Generating Reports

To generate any report from this group:

  1. Choose the type of a report that you need and click its name.

  2. Specify the desired options for the report: column set, filters, sorting and so on. To reset the report options and filters, press Revert button.

  3. Click Run button to generate the report with the specified criteria and parameters.

The report will be displayed in the Results pane in the bottom of the page.

Exporting Reports

To export any report from this group:

  1. Generate the desired report as described above.

  2. Click one of the toolbar buttons in the top right of the Results box:

    • The Link button will bring up a pop-up window with a direct link to the current customized report (with all the current options and filters preserved). You can bookmark this link to use whenever you want to revert back to the review configuration.

    • The SQL button will display an SQL query that was used to generate the current report. You can use this SQL query when creating custom reporting tool. This button is not available to regular users, unless the Reports access setting is set to Enabled for everyone.

    • The Printable button will prepare the report in a printable format.

    • The PDF button will export the report in PDF format.

    • The CSV button will export the report in comma-separated values format. Note the CSV output format does not consume a license.

    • The XLSX button will export the report as Excel spreadsheet.

    • The DOCX button will export the report as Word document. (Due to report engine implementation, generated documents are compatible with Microsoft Word and Google docs, but could be incompatible with OpenOffice and LibreOffice.)

See Also

Reporting

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