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User Management Dashboard Report

1. Overview

The User Management Dashboard Report helps track user onboarding and login progress across the organization. It provides visibility into registered users, login activity, and pending invitations, with separate views for admins and team owners, enabling effective monitoring and follow-up actions.

2. When to Use

Use the User Management Dashboard Report when you want to:

  • Monitor overall user adoption of the platform

  • Identify users who are invited but have not logged in

  • Track login trends over a selected time period

  • Review team-wise or role-wise login performance

  • Enable managers, trainers, and mentors to monitor their mapped users

  • Take follow-up actions for inactive or non-logged-in users

3. Concepts

  • Registered Users
    Users whose accounts are created and are not blocked.

  • Logged In Users
    Users who have logged into the platform at least once.

  • Not Logged In Users
    Users whose accounts are created but have never logged in.

  • Total Invited
    Total number of users invited (accounts created) during the selected period.

  • Accepted
    Users who accepted the invite and logged in.

  • Not Accepted
    Users who were invited but have not logged in.

  • Company Tab
    Admin-level view showing organization-wide data.

  • Team Tab
    View available for Managers, Trainers, and Mentors to see only their mapped users.

4. Set Up Guide

Step-by-Step: Company Tab (Admin View)

  • Go to Reports from the left navigation menu.

  • Under User Management, click on User Management Dashboard.

  • The dashboard opens with two tabs:

    • Company

    • Team (visible only if access is enabled)

4.1 Overall Users (As of Today)

This section displays three key metrics:

  • Registered Users

  • Logged In Users

  • Not Logged In Users

Admins can click Manage Users to directly navigate to the User Management page for further actions.

4.2 Timeline Selection & Graph

Admins can analyze user activity over time using Select Timeline:

  • This Week / Last Week

  • This Month / Last Month

  • This Quarter / Last Quarter

  • Last 6 Months

  • Last 12 Months

  • Custom (From Date – To Date)

The graph visually represents:

  • Total Invited

  • Not Accepted

  • Accepted

Based on the selected timeline, the summary cards update dynamically.

4.3 Not Logged In Users by Manager / Trainer / Mentor

Admins can:

  1. Select Manager, Trainer, or Mentor from the dropdown

  2. Click Apply

This view shows:

  • Name of the Manager / Trainer / Mentor

  • Total mapped users

  • Count of users who have not logged in

  • Admins can also view:

    • Total Trainers

    • Mapped Users (Not Logged In)

    • Unmapped Users

    This helps identify whether users are properly assigned to managers, trainers, or mentors.


Clicking on an entry or See All redirects to the User Management page with filtered results.

Step-by-Step: Team Tab (Manager / Trainer / Mentor View)

The Team tab is visible only to users who are assigned as:

  • Manager

  • Trainer

  • Mentor

4.1.1. Overall Users (As of Today)

Team users can see:

  • Number of users mapped to them

  • Logged in users

  • Not logged in users

This view is restricted only to their assigned users, not the full organization.

4.1.2. Timeline & Graph

The timeline options and graph behavior remain the same as the Company tab, but:

  • Data is limited to the team user’s mapped users only

4.1.3. Not Logged In Users – Individual User View

Unlike the Company tab:

  • Data is shown user-wise, not manager-wise

  • Displays:

    • User Name

    • Invited Date

    • Login Status

This helps managers, trainers, and mentors take direct follow-ups with specific users.

5. User View

The User Management Dashboard Report is displayed based on the user’s role and access level.

  • Admins
    Admins can always view the Company tab.

  • The Company tab shows overall user data for the entire organization, including:

    • Registered users

    • Logged-in users

    • Not logged-in users

    • Timeline-based onboarding trends

    • User status breakdown by Manager, Trainer, and Mentor

  • If an Admin is also assigned as a Manager, Trainer, or Mentor, then:

    • The Team tab will also be visible to that admin.

    • This allows the admin to view team-specific data in addition to company-wide data.

  • Managers / Trainers / Mentors

    • Can access only the Team tab

    • Can see data only for their mapped users

    • Can download reports for their teams

6. Reporting

  • Reports can be viewed based on:

    • Timeline

    • Role mapping

    • Login status

  • Authorized users can download the report data for offline analysis.

  • Clicking Manage Users redirects to User Management for immediate action.

7. Best Practices

  • Regularly monitor Not Logged In Users to improve adoption

  • Ensure users are properly mapped to Managers, Trainers, or Mentors

  • Use Custom timeline for audit or review periods

  • Encourage managers to review the Team tab frequently

  • Follow up early with users who haven’t accepted invites

8. Troubleshooting / FAQs

Q. Why can’t I see the Team tab?
Only users assigned as Manager, Trainer, or Mentor can see it.

Q. Why does the graph show zero values?
No users were invited or logged in during the selected timeline.

Q. Why can’t I see certain users?
Team users see only users mapped to them.

  • Instant Answers Report

  • Learning of the Day Report

  • Module Completion Reports

  • Learning Pathway Reports

  • Monthly Activity Report

10. Version Notes

Last Updated: 30 Dec 2025

 

 

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