Including users in Full-Service Reports

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Selecting a group of individuals to include in a custom report can be as simple as choosing a single user, or as complex as choosing a group of users who meet a strict set of criteria. The Whom to Include section of the Run Reports page offers many options for selecting which users are included in the report.

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How it Works

There are three distinct selections which may be made while determining which users need to be included in the report. The three distinct selections are Include these groups, Include these individuals and Include These Accounts. 

Include these groups

Clicking "Change Selection" for this area will open a drawer on the right side of the page. Within the drawer are options by the defined reporting paths of the system. Each group will display all the options currently in use by your institution - if a new value was recently added, it may not appear until it is in use by an account. You may select multiple items in multiple groups and include all or any of the users in the report who are a part of the selected groups by one of the two ways:

  • Users must meet all selected criteria in this group. - By selecting this option for a group, for a user to be included they must be assigned to all selected values for the group.
  • Users must be enrolled in all selected groups to be in this report. - This option is available below the group selection, and changes the behavior so a user must be included in all groups to be included in the report.

 

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Include these individuals

Clicking "Change Selection" for individuals will open a drawer on the right side of the page with a type-ahead drop-down list for selecting individual user accounts. Begin typing the individual's name or username to narrow down the list and click the user to be included. User's selected this way bypass any selections made from the preceding groups section, or may be used when the report only needs to be run over one user. When first clicking the drop-down, you have the option to "Show All" users to see the full list.

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Include these accounts

The final option for the Whom to Include report parameters is choosing whether to include Enabled, Disabled, or All accounts. Selections to this area will not impact which users or groups may be selected from the options above, but will automatically adjust users to be included from the preceding selections depending on the account status.

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Example

The following demonstrations show how using the "Users must meet all selected criteria in this group" and "Users must be enrolled in all selected groups to be in this report" affects how individuals are included in the report.

Include all users who are in the School of Business or School of Education, or who are in the Department of Management. This will include any user who is assigned to the School of Business OR School of Education, OR is assigned to the Department of Management

  • Include these groups:
    • College - Select "School of Business" and "School of Education"
    • Department - Select "Management"

Include all users who are in both School of Business and School of Education, or who are in the Department of Management. This will include any user who is assigned to both the School of Business AND School of Education, OR is assigned to the Department of Management

  • Include these groups:
    • College - Select "School of Business" and "School of Education"; Select "Users must meet all selected criteria in this group."
    • Department - Select "Management"

Include all users who are in both School of Business and School of Education, and who are also in the Department of Management. This will include any user who is assigned to both the School of Business AND School of Education, AND is assigned to the Department of Management

  • Include these groups:
    • College - Select "School of Business" and "School of Education"; Select "Users must meet all selected criteria in this group."
    • Department - Select "Management"
    • Select "Users must be enrolled in all selected groups to be in this report."

 

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