Run Inactive users report

  1. Open Panviva Manager An Admin user who can manage and assign feedback, workflows, document, images etc..

    The Document Management window displays.

  2. Click Analytics.

    The Analytics window displays.

  3. Select Inactive users report.

  4. Complete the following fields, as necessary:

    Note: The Document/Folder selector field must be completed. All other fields are optional.

    Field 

    Instruction 

    Users 

    • Click

    • Select the appropriate user(s).

    • Click Add user(s).

    Roles 

    • Click

    • Select the appropriate role(s).

    • Click Add role(s).

  5. Click Run Analytics.

    A message "Report generated. Please click 'Export Full Data' to download it." displays.

  6. Choose the next step to download the report:

    To... 

    Then... 

    Download the analytics data as a CSV 

    Click Export Full Data  

    The report runs as a background task.

    • Click More menu .

    • Select Background tasks.

    • Select the report.

    • Click Download.

    Note: The downloaded CSV file contains a complete list of all inactive users. To focus on specific information such as particular users, roles, or timeframes, apply filters to narrow down the data.

  7. Click Reset filters to run a new report.

To save a search filter:

You have applied filters to an analytics report and you want to use those same filters again in the future.

Note: You can save multiple filters for any analytics report.

  1. Click Save As. The Save Filter As dialog box displays.

  2. Enter a Name for the search filter.

  3. Click Save .

The filter is listed in the Saved filters field.

Note: The next time you run this analytics, you can select the filter and the filters you had applied populate the fields. You can then click 'Run analytics'.

To use a saved search filter:

  1. Select the appropriate Analytics report.

  2. Select a saved filter. The appropriate fields populate with the saved filters.

    Note: You may still add or change filters as needed.

  3. Click Run analytics. The analytics report displays.