The Credential Reports tool in Constituent Manager lets you filter and export constituent accounts based on login activity, including users who have never logged in. Results are filtered by role and can be downloaded as an Excel file.
đź’ˇQuick answers
- Where is the Credential Reports tool? In Constituent Manager > Settings > Credential Reports.
- How do you generate a list of users who have never logged in? Select the role from the dropdown, use the "Show Users With" checkboxes to filter for users with no login history, then click Apply Filters.
- Can results be exported to a spreadsheet? Yes; click "Export Current table" to download an .XLS file of the filtered results.
- Can you run a Credential Report for more than one role at a time? No; you can only view and export results for one role per report.
You can view a list of constituents who have not logged in by using the "Credential Reports" tool in Constituent Manager.
- Click the "Settings" button at the upper left of Constituent Manager:
- Click the "Credential Reports" button:
- Use the controls to select which constituents you want to display:
Select Role - Use the dropdown menu to select a role. You can only export results from one role at a time.
Show Users With: these checkboxes determine which users the report will include, depending on whether they meet the selected criteria.
Other Options: Use this checkbox to display 'dummy' constituent accounts with common placeholder names that do not actually correspond with individual people.
- Click "Apply Filters" to generate a table of the constituents with the selected attributes.
- Use the "Export Current table" to generate an .XLS file including these results, which you can download and open in Excel or another spreadsheet application.Â
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