User Reports Module Overview
User Reports are a powerful tool for extracting and organizing the information collected during user registration. Admins can generate reports, customize data fields, and export reports in multiple formats for further analysis.
Creating a New User Report
- Navigate to Settings → Reports.
- Click Create New Report at the top.
- Select a category and name your report.
- Add the fields you want included in the report.
- Click Save.
Editing an Existing User Report
- Navigate to Settings → Reports.
- Hover over the report you wish to edit and click Edit Fields.
- Modify the report by adding, removing, or adjusting the order of fields.
Notes & Customization Options
- Add new fields using the menu on the right.
- System information (data not filled out in forms) is available at the bottom of the field menu.
- Delete fields by hovering over them and clicking Delete.
- Rearrange fields by dragging and dropping using the grey dots on the left side.
Creating a User Report Category
- Navigate to Settings → Reports.
- Click Create New Category.
- Name your category and click Create Category.
Editing a User Report Category
- Navigate to Settings → Reports.
- Hover over the report category you wish to edit and click Edit Category.
- Update the category name as needed.
- Click Update Category to confirm.
To delete a category:
- Click Edit Category.
- Click Delete Category.
Ordering User Reports and Categories
If you have multiple reports in one category, it is easy to arrange them in your preferred order.
- Navigate to Settings → Reports.
- Click Tools → Order Categories.
- Hover over the category you wish to move.
- Click on the dots to the left of the category and drag and drop them in your preferred order.
- To order reports within a category, hover over them and drag and drop them accordingly.
Running a User Report
First, filter for the product you want to run a user report on.
Then simply select all users, click Run Report and select your user report.
You can also quickly view the users who have ordered a specific report without using the filter tool.
In User Management, simply click Tools and View Orders Per Product / Session, select the product or session, and you can view the Orders tab for all of your products.
If you are viewing a session, you can view the report for specific days as well.