Active User Report

Creating an Active User Report in LMS is helpful for administrators reviewing which users in your site are active.

Active User Report in LMS

Administrators can leverage helpful fields such as; Last Login date, HR Job title, etc. to determine if that particular user needs to remain active.

Only active users will take up seats on the number of licenses your company has purchased.


How to run an Active User Report

In order to view, manage or run LMS reports, users will need to be granted the LMS Reporting permission at either the Company, Division or Account level within LMS > People Information. 

The results screen of the report will display these rows as columns, changing the rows that are top > bottom to from left > right. Meaning, your first row will be your leftmost column.
  1. Select LMS > Reports > People > User Information
  2. Select New Report
  3. Enter the Report Name and Description.
  4. Select the drop-down arrow beside Add Selected Field(s). The available custom fields will be displayed.
  5. At minimum, select the checkboxes beside the below fields. You may select other fields as desired.
  6. Once the fields you would like included in the report have been checked, select Add Selected Field(s).
  7. Set the filter on the Active field row to Yes.
    1. Optionally, you may perform the following actions to better organize the results displayed:
      1. Drag and Drop: Click on a row, hold and drag the field to another section of the report fields. Release your click to relocate the row. 
      1. Sort: Set a default so whenever your report is run, a field can be sorted ascending or descending. 
      2. Group: Group items of the same value or name together. 
      3. Total: The sum of numerical values/fields. (Ex: when trying to determine how many days overdue a task was)
      4. Filter: Filter out specific values from the results in the selected row.  At least one filter must be applied to all reports.
      5. Hide: Hiding a field will prevent the field from showing when the report is run but the field will still be included in the results.
        1. Example: we can set the active field to yes, and hide the field. The results will only display users who are active, but we will not see the active column.
    1. If you do perform the above actions, an ideal report will look similar to this:
    2. The above filters, groups, etc. are setting defaults for your report. These options can be changed from the results screen.
  1. Select Save Report
  2. Select Run Report
Check Shared Report if you would like your report to be viewable by other authors. Other Authors cannot delete your report, only copy it.