User Listing Report

The User Listing report displays a full listing of all users within Percipio. Percipio may take up to 24 hours to include relevant activity in this report. You can see at the top of the report when the data was last updated.

Report insights

The User Listing report shows you:

  • A list of active and inactive users in Percipio. Compare this list against an updated HR listing report. If you are using single sign on or automatic bulk imports, most of this is maintained for you automatically so the burden should be less, but it always a good idea to check to make sure users who left your company have been changed to a status of inactive in Percipio.
  • The user's role. You can use the report to get a list of all the users who have admin roles in Percipio. Checking this regularly ensures only those users who really need access to different features have what they need.
  • Whether the user accepted the policy agreement. This may be important to prove conformance with your policies.
  • What audiences the user is assigned to. Use this to check if a user has access to the right content or assignments.
  • When the user last logged in. Use this to help understand any connections to email or marketing campaigns you are running outside of Percipio.

How to access this report

To access the User Listing report:

  1. From the Analytics menu, select View all reports.
  2. From the Users section, locate and select User Listing. The report displays with default filters selected.
  3. Make the report your own:
    • Specify global filters, then select Update. Manipulate columns for just the right view.
    • To generate a CSV file for further analysis, select Download report. If you chose to download the report, a message displays with a link to the Reports download tab. Select it to view the CSV download progress and/or open the CSV file.

Global Filters

The global filters you set apply to all data presented on the page. To use global filters:

  1. Change the default filters by selecting an option from each filter you require.
  2. Select Run report. The report loads to match your filters.
  3. If needed, reset both global filters and any filters made to columns by selecting Clear all filters. To reset the full report back to its original state, select Reset to default.

Global report filters include:

  • Audience: Predefined group of users. Enter the name of an audience and then select it from the list. You can display the data for multiple audiences at the same time by entering more than one audience name.
  • User: Individual with a Percipio user account. Enter a user's name to filter the report to include that user.
  • Include inactive users: Select this box if you want to show inactive users in your report, otherwise the report only shows active users.

After applying global filters, the table loads with a default set of columns presented in a default order. To use your data in a way that makes the most sense to you, you can organize the columns in the table by sorting, filtering, changing the order, and choosing which ones to display. You can also pin columns and group by them.

Column Action How to Use
Sort From within the column heading, select the arrow button to toggle between ascending and descending.
Filter

To filter a column for select data, from within the column heading:

  1. Select the more options button , then select the filter button .
  2. Choose how you want to filter. Options will vary depending on the data contained in that column. You may see: equal, greater than, less than, not equal, contains, does not contain, starts with, ends with, or in range.
  3. Enter a value in the space provided. This field is case sensitive. For example if you select contains and enter akara,Percipio does not find a match with and item containing Akara.
  4. If available, you can add more filters using the inclusion of AND or OR. If you select AND, data must meet both conditions to display. If you select OR, data must meet at least one condition to display.
  5. The filter is applied immediately. Select anywhere outside the filter to close the filter box.

If a column is filtered, the filter icon shows in the column header.

Pin (Anchor)

To pin or anchor a column so that it does not scroll left or right off the page:

  1. From within the column heading, select the more options button .
  2. Make sure the more options tab is highlighted and select Pin.
  3. Choose Pin left or Pin right. If you select Pin left, the column is moved to the far left. If you select Pin right, the column is moved to the far right.
  4. To remove the pin and reposition the column back to its original location, select No pin.
Autosize

If you want to ensure you can read the longest value within a column, you can autosize it. You can do one column at a time or all of them at once.

  1. From within the column heading, select the more options button .
  2. Make sure the more options tab is highlighted and select Autosize this column or Autosize all columns.
Group

Sometimes it is helpful to see your data grouped in a particular way, for example, by user role or by status. You can create groups within groups for further segmentation.

There are two ways to group your data:

  1. From within the column heading:
    1. Select the more options button .
    2. Make sure the more options tab is highlighted and select Group by [this column]
    3. To remove the grouping: select Ungroup by this column.
  2. From the right column expansion list:
    1. Locate the column in the list you want to group by.
    2. Select and hold the group icon group icon, array of gray dots.
    3. Drag the column to Row Groups at the bottom.
    4. Select the X next to the Row Group to remove it.
Hide/Show

To only show the data relevant to your needs, you can select which columns display.

From the right Column expansion listClosed Column expansion list:

  1. Locate the column in the list you want to show or hide.
  2. To show a column, make sure you check the box. To hide a column, uncheck the box.
Reorder To change the display order of the columns, you can click and drag a column heading left or right to reposition it within the table.

Column Descriptions

Default columns

The following columns are displayed by default in the User Listing report:

  • LOGIN NAME: The value entered in the Login name attribute for the user.
  • USER ID: The value entered in the User ID field. It is used to identify a user inside Percipio.
  • FIRST NAME: The value entered in the First name user attribute. Usually the user's first name.
  • LAST NAME: The value entered in the Last name user attribute. Usually the user's last name.
  • EMAIL ADDRESS: The value entered in the Email address user attribute; the user's email address.
  • USER STATUS: The status of the user in Percipio. Valid values are active or inactive.
  • ROLE: The user's Percipio role. Valid values are: domain admin, site admin, learning admin, manager, content coordinator, content curator, and learner.
  • CREATED DATE: The date the user account was created.
  • LAST LOGIN DATE: The date when the user last signed into Percipio.
  • LAST ACCESS DATE: The date when the user last accessed content.
  • AUDIENCE: The audience(s) in which users are a member.
  • USE POLICY AGREEMENT DATE: The date when the user last accepted the Corporate Use Policy.
  • JOB TITLE: The job title that is specified in the Job title field for that user.
  • JOB ROLE: The job role that you added or that the user selected to personalize their learning experience.
  • DIRECT MANAGER: The Percipio user who is specified in the Direct Manager field for that user.
  • User Attributes (varies): These fields are defined by (and are unique to) your organization. For more information, see User Attributes. If you are using an attribute type of Percipio User, the value in the field can be either first and last name, email address, login ID, or external user ID. The value that appears depends on what has been specified for the individual user.

Other available columns

Other columns not shown by default but available for selection, include:

  • USER UUID: This is a universally unique identifier that is automatically assigned by the system for each account.
  • CREATED TIME: The time the user account was created.
  • FIRST LOGIN DATE: The date when the user first signed in to Percipio (not subject to date-range filters).
  • FIRST LOGIN TIME: The time when the user first signed into Percipio.
  • LAST LOGIN TIME: The time when the user last signed into Percipio.
  • LAST ACCESS TIME: The time when the user last accessed content.
  • UPDATED DATE: The date the user account last had updates made to it.
  • UPDATED TIME: The time the user account last had updates made to it.
  • WELCOME EMAIL SENT DATE: The last date a welcome email was sent to the user.
  • WELCOME EMAIL SENT TIME: The last time a welcome email was sent to the user.
  • USE POLICY AGREEMENT TIME: The time when the user last accepted the Corporate Use Policy.