The Staff Information report helps Administrators determine whether any users need to be deactivated, or have their assignments updated.
Navigation
To gain access, click Reports on the second blue navigation bar. This selection opens the Available Reports page.
From here, click the "+" sign beside "Administrative" reports and select Staff Information. Then, click Run Report.
Running the Staff Information Report
Determine the filters/report parameters (e.g., District, Role, Product, etc.) and click View Report.
You will need to "pull" the data within this report to accrue the desired results. To do this, click the dropdown arrow beside the Floppy Disk icon and select CSV (comma delimited) as the export option.
Define Results
The first data set in this spreadsheet includes the information for users who may be missing campuses, products, or user roles. This information is not needed at this time, so it can be removed.
To do this, scroll the report down to the second set of data with the following headers:
| DistrictName | Textbox9 | Status | StaffPosition | UserName |
Highlight and delete all of the rows above the second data set.
Once complete, you can scroll through the report to verify which users still show as active and if any need adjustments to assigned Campuses, Products, and User Roles.
Next Steps
As you review this data, we recommend you reference the following resource to help you quickly format and define your Excel spreadsheet.