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HOW DO I: Create a report to show Full Users and Collaboration Users


simonadams
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I would like to run a report on licenced users that shows a Full user ( agent) v Collaboration User (limited)  in what area would I need to be in Administration and against which entity does this report need to run.

 

Thanks in advance. Simon Adams  

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@simonadams you can do it in admin tool in Service Manager Section (have a look at the breadcrumbs in the screenshot). No entity for this type of report. Steps to create report that counts the number of users licensed as full and as basic:

1. New report, choose a name and select report type of "Simple count of data" and using "SQL Schema Designer"

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2. Click on "Data Collection" tab. In here the only option available at this time is "Select Table". Search for h_sys_accounts and select it (Add Table)

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3. A new tab opens "Select Columns". In the columns list, navigate to Class. Click on it and then on Select Columns(s) button to add it to the list

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4. A few more tabs now open, first of them the "Select Filter". Set up a filter like in screenshot (we need all records having a class = 1 or class = 3)

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5. Now in "Select Ordering" enable the "Count" option for the column

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The report configuration is complete. You can go to "data Preview" to check the config is correct and see what data it returns. Class 1 is Full Users, Class 3 is Basic Users. You can have an alias for this comun configured in the "Select Columns" tab if you don't like the name Class.

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Remember to save the report before navigating away (you will be prompted if you haven't done so).

 

If you need a report to show you each user of what class they are (a list of users basically), then:

a) in "General" tab change the report output type to "Single list of data"
b) in "Select Columns" tab add the User ID (and/or name and any other column you want in the report)
c) in "Select Ordering" tab disable or do not enable the "Count" option

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