Using the User Login ReportBuilder







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The User Login ReportBuilder enables users to build customized reports of login-related data elements, including user, current web session, and employee information.  To generate and save a User Login ReportBuilder report that can be re-run in the future, to generate a single-use report, or to use and/or update an existing report format to generate a report, complete the following steps:

  TIP: For frequently asked questions about this report, skip down to the bottom of the page.

    1. From the navigation bar, click Reports (or click the Reports icon).  The Reports index is displayed.

    1. If you previously bookmarked the User Login ReportBuilder it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click ReportBuilders or All under "Show Reports."
    2. Use the navigation features in the bottom-right corner to locate the User Login ReportBuilder in the index, or enter "login" in the Search field in the upper-right corner.
    3. Click User Login ReportBuilder from the reports index.   The User Login ReportBuilder Settings page is displayed.

    1. Leave the Provide ExportBuilder Options checkbox unchecked.  It is NOT relevant to report generation.

  NOTE: This option is used to provide access to an ExportBuilder corresponding to the ReportBuilder with which you are working.  AWARDS ExportBuilders - which are designed for use by individuals who are familiar with export files and formats, their design, and setup - harness the power of ReportBuilder functionality and take it a step further to meet a variety of outside reporting needs.  With ExportBuilders, users can create customized data reports as they would with the ReportBuilder itself, and from those reports generate export files of a number of different types - CSV, TXT, XLS, or XML.  Exported files can be saved to your computer, then uploaded into other data collection systems and/or worked with in other applications as needed.  Additionally, as can be done with ReportBuilders, ExportBuilder formats can be saved and shared for future use.

The instructions provided here detail use of the User Login ReportBuilder only, not the corresponding ExportBuilder.  For more information on using ExportBuilders, please click here.

    1. If you would like the report (both its content and an Excel file version) to be sent to your AWARDS Messages module upon its completion, click the Send in AWARDS Message checkbox.  When this option is selected, you need not wait for the report to generate, and can navigate away from the ReportBuilder after finishing the configuration process - this can be a time-saver, especially when working with reports containing large amounts of data that might otherwise take a while to display in AWARDS.

  NOTE: When using this option the report will remain in your messages for one month, after which time it will be deleted. (The exact date of deletion will be displayed in red at the top of the report message for your reference.) If you know you will need the report content after that time, be sure to download the Excel file (Excel File.zip) or HTML content (Report Content.html) attached to the report message. If you don't download one of these attachments before the message is deleted, you will need to manually re-generate the report if you need access to it in the future.

    1. Use the Select a saved report format drop-down options at the bottom of the page to specify whether you will be generating the report from scratch or using a previously saved report format.  Available choices are to:

  Use a previously saved report format - To generate the report using a previously created and saved format, select that format from this drop-down.  When using this method, you can immediately generate the report without changing any settings.  Alternately, you can first review and modify the settings of the format by checking off the available Provide option to modify settings of saved report format checkbox.

  TIP: In the saved report format list, there are built-in saved report formats made available by Foothold Technology that can be used to focus on specific segments of login information:

 Foothold Current Web Sessions Report - Provides detailed information on activity for users logged into AWARDS at the time of the report, including user name, last active time, and lapse of time since last action in AWARDS.

Foothold User Group Report - Provides detailed information on current user group assignments for AWARDS users that can be sorted alphabetically by user name or user group.

  Start from scratch, without using a previously saved report format - To create your own report format for single-time use or for saving and later re-use, leave the saved report format drop-down blank.

  NOTE: If you (or another user) have previously saved a default report format for this ReportBuilder, that format is pre-selected here. Make changes to the selection as needed, or leave it at its default value.

    1. Click CONTINUE.

If you are using an existing report format and have NOT chosen to view/modify the settings of that format, you are now taken directly to the report page.  Continue with step 15.

  NOTE: If you chose to send the report to yourself via the Messages module (In step 6), a notice will first be displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion. You can then navigate away from the page, or wait for the report to complete, and then proceed with step 15.

In all other instances, the Options page is displayed.

Continue with step 9.

    1. The Options page contains a list of user, current web session*, and employee information variables, grouped by information type.  These variables represent data collected in System Setup, Staff Information records, and behind-the-scenes. 

  NOTE: * The Last Active Time variable under "Current Web Session Information" captures data only for those users who are currently logged into AWARDS.

  NOTE: A section for "Date Parts" - common to all ReportBuilders that have date variables available for selection - is also included on this page. It is intended to allow for greater flexibility of reporting around dates; for example, giving you the option to report out on a month as either a number (1) or a written month (January).

Click the checkbox next to each variable to be included in the report, and/or use the available Check All options as needed.

    1. Click CONTINUE.  The Options - Continued page displayed.
    2. Configure the options in the "Filter Options" portion of the page as necessary to adjust the scope of the report contents.  Set the "Show Individual Detail" and/or "Summary Tables" options to adjust the way in which the contents are displayed.

  TIP: Individual detail report options and/or summary table selections must be set before the report can be generated.  For more information on using the various report options, please click here.

    1. To save the report settings so that this report can easily be re-run in the future, click SAVE REPORT FORMAT.  The Save Report Format dialog box is displayed.

  TIP: If it is not necessary to save the report format and you wish only to view the report contents, please skip to step 15.

    1. Configure the fields and options on this dialog box to indicate the specifics of how the format should be saved.

  TIP: For more information on using the save report format options, please click here.

    1. Click Save Report Format.  The report format is saved and the Report Options - Continued page is re-displayed.
    2. Click DISPLAY REPORT.  The report is generated and displayed.

  NOTE: If you chose to send the report to yourself via the Messages module (in step 6), a notice is first displayed on the page to let you know that the report generation is in process and that the report will be sent to your Messages module upon completion. You can then navigate away from the page, or wait for the report to complete and then proceed with step 16.

    1. At this time individual detail and/or summary table content can be hidden or sorted as needed.  The report can also be printed or exported to Microsoft Excel.  For more information on working with ReportBuilder report contents, please click here.

  NOTE: When working with report data, please keep in mind that when a report is long enough to require you to scroll down the page to view all of its content, the header row of the data table (individual detail and/or summary) "freezes" at the top of the page.  Similarly, when printing a report that covers more than one page, the header row of any tables split between pages is shown at the top of each page.

The process of generating a User Login ReportBuilder report is now complete.

User Login ReportBuilder Frequently Asked Questions

The following frequently asked questions regarding the User Login ReportBuilder feature can be a useful reference when you have your own questions about the functionality.  Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.

Why are some employee information data variables blank on the report?

Why is a former consumer who had an AWARDS login still showing up in the User Login ReportBuilder?

Why is the Last Active Time information sometimes blank on the report?

Why is the Last Login Date information sometimes blank on the report?

Why are some employee information data variables blank on the report?

When a consumer with an AWARDS login is discharged the login record is not closed out so that the consumer can continue to access his/her health records in the future as needed. If it's ever necessary to prevent that access for some reason, you can change the password for that login, or use the Block Login Access feature to remove the password entirely. The consumer will still continue to show up in the logins ReportBuilder in such cases, but would not be able to login.

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Why is a former consumer who had an AWARDS login still showing up in the User Login ReportBuilder?

Employee information variables included on the User Logins ReportBuilder pull their data from the Human Resources module Staff Information feature.  If a variable is blank on the report it is an indication that one of the following is true:

  The employee does not have the information recorded in his/her staff information record.

  The login being reported on is for a consumer.  Consumer logins do not have staff information records; as a result, employee information variables are always blank for them.

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Why is the Last Active Time information sometimes blank on the report?

The Last Active Time data variable, located under "Current Web Session Information" when configuring the ReportBuilder's settings, captures data only for users who are currently logged into AWARDS.  When you see a blank value, it is an indication that the user in question is not currently logged into AWARDS.

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Why is the Last Login Date information sometimes blank on the report?

The Last Login Date will be blank on the User Login ReportBuilder until a user logs into AWARDS.  When you see a blank date, it is an indication that a username and password have been created, but that (as of the time of the report) the user in question has not yet logged into AWARDS.

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  https://demodb.footholdtechnology.com/help/?12023