Overview of the report
This report gives the user the ability to generate a report of users' system and email preferences, which displays changes based on date ranges or current settings.
Running the report
Navigate to System admin > Audits and Reporting > User email/site preference setup to display the User email/site preference setup screen:
In the User email/site preference setup screen, you have access to the following fields:
- Target organisation: Here, you can specify the organisation that you want this report to be based on. (If this field is left blank, it will show results for all organisations)
- Target users: Here, you can specify which user you want this report to be based o. (If this field is left blank, it will show results for all organisations)
- Type: If you want to view a comparison between what a user has changed regarding their preferences, you need to use the Compare profile type and you must add a date range to the Optionally compare field. However, if you want to get a view of what all the user's preferences currently are, then you need to use the Current profile type, making sure to leave the date range set to default
You need to select between if you want to view Dashboard preferences (also know as system preferences) or Email preferences.
We have introduced filters to the User email/site preference setup report to enable users to manipulate data and narrow down their reporting criteria more easily.
Filter by Organisation or group
Here, you can filter your report by organisation or group:
Type to search for an organisation or group or click Bulk add to add multiple organisations and groups.
Filter by User
Here, you can filter your report by users:
Type to search for a user or users.
Filter by Metadata
Here, you can filter your report by metadata:
Select which metadata you wish to filter by.
Once you have filled in all of the fields, click Show audit to show your audit.
The delimiter of this report can be changed to either Comma, Colon, Semi Colon or Pipe. To change this, please contact HighQ support. Once this has been changed to your preference, when you run a report, the information will be separated via the method chosen, e.g. semi colon:
Managing metadata displayed in reports
As of our March 2023 release, we have introduced the ability to remove unwanted out-of-the-box metadata from the User email/site preference setup audit report. To do this, navigate to your drop down profile > System admin > System settings > Metadata:
The Metadata screen will be displayed. Here will list all of the available metadata within your site. Out-of-the-box metadata is identified by a cog, next to the name of the metadata:
Click the metadata you want to hide from your report and the <Metadata name> screen will be displayed:
Here, you can de-select the new Show in reports checkbox, which will then remove this metadata from your report. Click Save to save your changes.
