Report on Staff Usernames

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This article demonstrates how to use the People Finder report to view the usernames of staff members in your organization. This report is useful for organizations that are migrating to CivicPlus Single Sign-On and need their staff members to update usernames to email addresses.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to the Reports tab:Menu displaying various options with Reports highlighted for selection.

  3. Go to User Reports and select the People Finder Report:The Reports screen with the User/Roster Reports tab expanded and the People Finder report highlighted.

  4. Open the Filters drop-down menu and select the Staff Only checkbox:The People Finder report with the Filters drop-down menu expanded and the Staff Only checkbox filled and highlighted.

  5. Select the Fields drop-down menu and check the Full Name, Username, Parent Account Name, Email Address, and Phone 1 checkboxes:The Fields drop-down menu with the Full Name, Parent Account Name, Phone 1, Email Address, and Username checkboxes filled and highlighted.

  6. Click Apply:The Fields drop-down menu expanded and the Apply button highlighted on the People Finder screen.

  7. Any staff members who do not have an email address in the Username column or a number in the Phone 1 column will need to add one before the migration date:Example People Finder Report results with an empty Phone 1 field and the Username column header highlighted.

  8. Click Export Report to download an Excel file of the report:The Export Report button with the Normal and Raw options highlighted on the People Finder Report results screen.