Reports can be generated from the User Administration pane. These reports are CSV files that contain information found in the Users and Documents lists of the User Administration tab. Exported reports contain information about selected users and all documents assigned to those users.
To export a report based on selected users instead of selected documents, see Creating Document Administration Reports.
To export a report from the User Administration tab:
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Open the Knowledge Transfer view.
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If you are in the DKT Reader, this view is opened by default.
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If you are in the Web Client, select Open Knowledge Transfer from the main menu.
The Knowledge Transfer view is displayed.
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- From the Your Groups pane, select a Reading Group from the Administration Groups drop-down list. The Member Administration tab is displayed by default.
- Click the User Administration tab. The User Administration pane is displayed.
- Select one or more users from the Users list that you want to include in the report.
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Click Export Report.
The Export Report dialog box is displayed.
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Enter a name for the report in the Report Name field.
Note:
Report names cannot exceed 100 characters.
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In the Users section, select Selected User(s) if you want the report to be generated from the users selected in Step 1. If you want the report to be generated from all users in the Reading Group, select All Reading Group Members.
Note:
The Selected User(s) option is not available if a user was not selected before the Export Report button was clicked.
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In the User Columns section, select which columns of document information you want to include in the report. Available columns include:
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User Name
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Real Name
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In the Document Columns section, select the columns of user information you want to include in the report. Available columns include:
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Document Name
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Revision #
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Status
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Date Available
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Date Decided
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Deadline Date
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Rejection Reason
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- Click OK to generate the report. The CSV report file is downloaded to your computer to the default location of your web browser downloads.