User Report

The User Report is a downloadable and printable copy of the currently filtered list of user accounts. The report includes the following for each user account: Username, Name, Provider/User Role, account Status, Locked Status, Date Created, and Created By.

The User Report is useful for maintaining user accounts.

• Need a list of locked accounts printed on paper?
  Filter the list for Locked Accounts and click the Print button.

• Want a list of all your practice's accounts in an MS Excel file?
  Filter the list to Include Inactive Users and click the Excel button.

• Want a printed list of active accounts organized by role?
  Sort the list by Provider/User Role and click the Print button.

To generate a User Report:

1. Navigate to and filter the Users list for the user accounts you want the report for.

2. Next, decide how you want to receive the report.

Export a User Report to Excel

With the Users list filtered for the accounts you want in the report, click the Export to Excel button.

To accept the Download Disclaimer and download the file to the folder on your computer, click ACCEPT.

Preview, Print, or Download a User Report

To preview, print, or download the User Report as a PDF, click the Print (printer) button.

The preview pane has Print and Download options to make this document available outside of iKnowMed.

To print the previewed document:

1. Click the Printer icon in the upper right.

2. Set your preferred printer settings (not shown).

3. Click Print (not shown).

To download the previewed document:

1. Click the Download icon in the upper right.

2. Enter a File name for the document (not shown).

3. Click Save (not shown).

To close the preview window, click CLOSE.