People Reports – ProdataKey, Inc.

To create a People Report, select Reports from the Cloud Node Appliances home screen.

Select the People option in the Reports screen.

In the People Reports screen on the 'Saved Reports' tab, select the + icon in the center (if no reports have been saved) or the bottom right of the screen.

Name

Assign a descriptive Name for the People Report.

Partitions

If a partition is to be included in the report, select one from the Partition drop-down field.

Filters

To select filter options for the report, select the + icon next to Filters.

Name

Assign a descriptive Name for the People Report.

Partition

If a partition is to be included as a filter in the report, select one from the Partition drop-down field.

Filters

Select from the following filter options for the report.

First Name - Select the first name of the person to be filtered. In the Options field, select from Contains, Does Not Contain, Equals, Does Not Equal. If required, check Case-Sensitive. When completed, click ADD.

Last Name - Select the last name of the person to be filtered. In the Options field, select from Contains, Does Not Contain, Equals, Does Not Equal. If required, check Case-Sensitive. When completed, click ADD.

Email - Select the email address to be filtered. In the Options field, select from Contains, Does Not Contain, Equals, Does Not Equal. If required, check Case-Sensitive. When completed, click ADD.

Groups - Select a filter based on whether the selected group(s) are a Member Of or Not Member Of the selected group(s) and check the name of the group(s) to be filtered. When completed, click ADD.

Cards - Select a filter based on whether the selected card number(s) Equals or Does Not Equal the selected card number(s) and check the card number(s) to be filtered. When completed, click ADD.

Partitions - Select a filter based on whether the selected partition(s) is a Member Of or Not Member Of the selected partition(s) and check the partition(s) to be filtered. When completed, click ADD.

Mobile Credentials - Select a filter based on whether the selected mobile Credential Type is Bluetooth or Mobile App and whether the Credential Status is Accepted or Pending. Check the appropriate box(es). When completed, click ADD.

Enabled - Select from Enabled or Disabled. When completed, click ADD.

To delete any of the listed filter options, scroll over or select the desired option and select the trash icon.

Output

After selecting the Filters for the report, you can select the details that will be output when the Report is submitted.

After setting up the Filters and Output selections, you can Save the People report by clicking the Save in the upper right corner of the window.

After a report has been saved, you can load the report again by clicking on the report from the "Saved Reports" tab in People Reports.

Preview/Submit

After selecting the Filters and Output details, you can either Preview or Submit the report.

Preview

Clicking Preview will cause up to the most recent 50 entries for the filters and output selected will be displayed below the Preview and Submit buttons. When Filters or Output selections are changed or new items have occurred, you will need to click Preview again to update the preview of the report.

Submit

Clicking Submit will submit and run the People report. If you do not Name the People report before clicking the Submit button, the report will be generated without a descriptive name. Once a report has been submitted, you can retrieve the Report from the Retrieve Report tab. The time that the report is retrievable is subject to the Cloud-Based People Reporting Plan level selected.

Retrieve Reports

Clicking on the magnifying glass will give you the options to view the Report or reviewing the Info details about the generation of the Report. Clicking the downward arrow icon will allow you to download the Report in multiple formats.

When viewing the Report and the Details output filter was enabled, the furthest right column of each of the log entries is the Details link. Clicking this link displays the Log Entry Details window.