User Summary Report - Filters, Export, and Schedule Options
The User Summary Report provides options to filter user records, export reports for specific periods, and schedule reports for delivery at defined intervals.
Filters
The AND/OR Filters option allows you to refine user records based on multiple criteria, such as Role, City, Country, Joined, and Gender.
Applying Filters
- Under the Users section, click Filters.
- Select the required fields and conditions from the AND/OR filter options.
- Specify the values for the selected fields.
- Click Apply to display the matching user records.
AND and OR Filters
| Filter | Description | Example |
|---|---|---|
| AND | Displays records that meet all selected conditions. | Role = Admin AND City = New York displays users who are administrators and located in New York. |
| OR | Displays records that meet at least one selected condition. | Role = Admin OR Role = Manager displays users who are either administrators or managers. |
You can combine AND and OR conditions to refine results based on specific combinations of criteria.
Export
The Export option allows administrators to download User Summary reports for a selected time period.
Exporting a Report
- Click Export.
- In the Download Reports pop-up, enter the required file name.
- Select a date range.
- If required, enable Include Suspended Users.
- Click Download to generate the report.
- Locate the generated report in the reports list and click its Export icon to download it.
Date Range Options
| Date Range | Description |
|---|---|
| Last 31 Days | Selected by default. Generates a report for the previous 31-day period. |
| Last 3 Months | Generates a report for the previous three-month period. |
| Last 6 Months | Generates a report for the previous six-month period. |
| Custom Selection | Allows you to specify the start and end dates. |
For example, if the selected end date is January 23, the Last 31 Days option covers December 23 to January 23. The Last 3 Months option covers October 23 to January 23, and Last 6 Months covers July 23 to January 23.
Deleting an Exported Report
- Locate the report in the reports list.
- Click the Bin icon.
- In the confirmation pop-up, click Yes.
- A success message confirms that the report has been deleted.
Schedule
The Schedule option allows administrators to configure reports for delivery at specified intervals or during a defined period.
Scheduling a Report
- Click Schedule to open the Report Scheduling pop-up.
- Enable the Enable Scheduling checkbox.
- Configure the required scheduling details.
Scheduling Options
| Field | Description |
|---|---|
| Time Frame | Select the scheduling period: days, weeks, or months. |
| Every | Specify the interval for report delivery. |
| From | Enter the start date for the schedule. |
| To | Enter the end date for the schedule. |
| Email Address | Enter the recipient's email address. |
| Repeat | Configure the repeat option when scheduling by weeks or months. |
| Include Suspended Users | Enable this checkbox to include suspended users in the report, if required. |
- Review the scheduling details.
- Save the schedule.
A success message confirms that the report schedule has been saved.