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Active User Reports

#Reporting creating a list or count of active users in a report

Updated over 9 months ago

It may be in your interest to know what users are active in your system and how many users are accessing your system. There are a couple ways to extract this information.

Accessing at-a-glance Active User Count

  1. Login to ETO

  2. Site Administration

  3. Manage User Accounts

  4. Show all sites

  5. Filter username not equal to “socialsolutions”.

    Only authentic Bonterra accounts will be filtered out of the active user counts.

  6. See bottom of page

  7. This account has 26 users in the entire Enterprise.

List of Active Users - ETO Results

  1. Access the reporting Dashboard

  2. Under the Applications tab, select the Web Intelligence icon.

  3. Choose "Universe" as the type of data source you will use to build your report on, then click OK.

  4. Choose the Standard Staff Universe and click OK.

  5. Add "Name" and "Email" to the Results Objects

    1. Add "Login Date" from the Staff > Sites > Logins folder to see most recent logins

  6. Add the following to the Query Filters (using the AND operator):

    1. [Email] Different from pattern "%bonterra%" (Only authentic Bonterra.com accounts will be filtered out of Bonterra active user counts.)

    2. [Is Disabled] = No

    3. [Site Name] = Is Not Null (or only include Active / desired sites)

    4. [Role] Not Equal to "Developer"

  7. Click Run to return results. You now have a list of all active accounts in your system. You can include more information in your Results Objects, or include other filters to narrow down results.

    1. If you included "Login Date", double-click into the column. In the formula bar, type "=Max([Login Date])" and press Enter to return each user's most recent Login Date.

  8. Right-click the Email column and select "Footer Calculation" >"Count". This will produce a total count of unique emails at the end of the report.

  9. Export the report to Excel, then save the report to a Public or Favorites folder as an "Active User Count" report.

List of Active Users - Query Wizard

Step 1: Go to Wizards > Query Wizards > Select "Staff" as the Subject Type

Step 2: Select "Staff Information"

Step 3: Choose the Information you'd like to see. To get a list of active users, I've included "Disabled" , "Site Name", and "Email"

Step 4: Returned is a list of users. If users have access to multiple sites, their names will be listed for every site they have access to.

Step 5: You can export the report to Excel and count unique emails; be sure you are checking on who is/isn't disabled in the sites.

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