Reports - Users and Roles

Modified on Thu, 19 Jun at 10:31 AM

Casengine allows admins to export reports for Users and Roles in Excel format for easy review and filtering.


Exporting Users Report

To generate a users report:

  1. Navigate to Settings > User Registration within the Casengine app.

  2. Click the Download icon located at the top-right corner of the page. (see Image 1).

  3. An Excel file will be downloaded, listing all registered users.

  4. Use Excel’s built-in filter functionality to search and sort the required users based on columns such as name, email, role, etc. (see Image 2)


(image 1)


(image 2)


Exporting Roles Report

To export a report of roles:

  1. Go to Settings > Roles in the Casengine app.

  2. Click the Download icon on the top-right corner of the page. (see Image 1).

  3. The downloaded Excel file will display all available roles.

  4. You can filter the required roles using the Display Role Name column in Excel.

 

(image 1)


(image 2)


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