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 will need their staff members to update usernames to email addresses.

Instructions

  1. Navigate to the Reports tabReports Tab in the left navigation menu.

  2. Go to User Reports and select the People Finder Reportpeople finder report.

  3. Open the Filters drop-down and select Staff Onlyfilters menu, staff only.

  4. Select the Fields drop-down and check the Full Name, Username, Parent Account Name, Email Address, and Phone 1 checkboxesfull name, username, account name, phone, and email fields.

  5. Click Applyapply button.

  6. 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 Email addresses for users

  7. Click Export Report to download an Excel file of the report export button.