User Reports

AMM includes the following reports capabilities:

  • Inactive Users Report — Lists user accounts that have been locked due to inactivity. For internal users only.
  • Deactivated Users Report — Lists user accounts that have been deactivated by an administrator. For internal users only.
  • Role Description Report for Agency Accounts — Lists all Agency roles, role descriptions, and associated privileges for any business area. For internal users only.
  • Role Description Report for System Accounts — Lists all System roles, role descriptions, and associated privileges for any business area. For internal users only.

To open the reporting functions, click the AMM User Reports tab.

The All Users Report screen opens. There are two versions of this screen, as shown below. The version you see depends on the organization you belong to.

TIP: To select multiple organizations, roles, or business areas, hold the <Ctrl> key as you click.

Navigating Report Outputs

These tips for browsing, filtering and exporting the report output apply to all report types. Report output displays include several control options:

Report output controls

  • To filter the report, type some text in the Filter field, such as a name. Only rows that contain the filter term display, and all instances of the filter text are highlighted in yellow:

    • Filter results

  • To adjust the number of records displayed, select a number in the Show per page drop-down menu.
  • To navigate the report pages, click a Page Number or use the left and right arrow buttons.
  • To re-sort the report columns in ascending or descending order, click the up/down arrows in the column headers.
  • To export the report output as an Excel spreadsheet or PDF, click the appropriate Export button:

    • Export button

  • Excel — When you click this button, an open-or-save dialog opens.
    • Click Open to open the report data in Excel. A new Excel window opens. Click the Enable Editing button in the yellow bar at the top of the worksheet to work with the data.

    • Open-or-save dialog

  • PDF — Click this button to save the report as a PDF file. A save dialog opens. Choose a location and save the file.