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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.

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

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

  • Invitation Status:

    • Total Invited: Users created in the system

    • Accepted: Users who logged in

    • Not Accepted: Users who have not logged in

4. Set Up Guide

The User Management Dashboard Report does not require manual configuration.
Its visibility and data scope depend on user role and access mapping already defined in User Setup.

Access Logic

  • Admins

    • Can view the Company tab by default

    • Can view the Team tab only if they are also assigned as a Manager, Trainer, or Mentor

  • Managers / Trainers / Mentors

    • Can view only the Team tab

    • Data shown is limited to users mapped to them

Data Mapping Source

User counts and mappings are derived from:

    • User profiles

    • Assigned Manager / Trainer / Mentor

    • User status (Active / Blocked)

    • Login activity

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

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

The User Management Dashboard Report supports time-based and mapping-based analysis.

Timeline Analysis

Data can be reviewed across predefined timelines such as:

  • This week / Last week

  • This month / Last month

  • This quarter / Last quarter

  • Last 6 months

  • Last 12 months

  • Custom date range

For the selected timeline, the report shows:

  • Total Invited users

  • Accepted users

  • Not Accepted users

  • Corresponding user counts on the dashboard

Not Logged In Users Analysis
Company Tab

  • Displays not-logged-in users grouped by:

    • Manager

    • Trainer

    • Mentor

  • Shows:

    • Total mapped users

    • Number of users who have not logged in

  • Enables admins to identify ownership gaps and onboarding delays

Team Tab

    • Displays individual user lists

    • Shows:

      • User name

      • Invitation date

      • Login status

    • Helps managers, trainers, and mentors take direct follow-up 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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