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Not planned

Additional columns in Users List CSV

Related products:User management

Corey

I regularly export the “User List” to CSV from the “Users” page to see who is actively using their account or verify users by site/group.  Sometimes I need additional information to determine seat usage by activity type or troubleshoot device issues.  I then need to reach out to my CSM for output she’s able to get.  While I appreciate she can do that, it would be easier if I could get all those details whenever I wanted.

I would keep these columns already in the output, but adjust the header name and formatting a bit:

  • Email
  • First Name
  • Last Name
  • Status
  • Last Seen (date time instead of UTC stamp with T in the middle, milliseconds and z at the end - Excel can’t handle that natively)
  • Seat Type
  • Groups
  • Sites

I would add these columns (slightly adjusted from what the CSM can provide):

  • Full Name
  • User Created Date
  • Last Active (date time)
  • Days Since Last Active
  • Total Products
  • Currently Conducting Inspections
  • Currently Using Actions
  • Currently Using Issues
  • Currently Using Heads Up
  • Templates Owned
  • Inspections Started
  • Inspections Completed
  • Actions Created
  • Issues Created
  • Heads Up Created
  • Last Seen Platform Type
  • Last Seen Mobile Device Type
  • Last Seen Mobile Operating System
  • Last Seen Mobile App Version
  • Last Seen Desktop Device Type
  • Last Seen Desktop Operating System
  • Mobile Last Seen (date time)

I would remove these columns from the current CSV since they belong better in an output from groups/sites pages:

  • group_ids
  • site_ids

 

 

Corey
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  • Speaker
  • June 8, 2023

3 more columns to add that I forgot:

  • Device Count (0, 1, 2, or 3)
  • Devices (names of them like in their profile)
  • Permissions (such as “issues access, sensors access”)

Keagan
SafetyCulture Crew
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  • SafetyCulture Crew
  • June 11, 2023

Hey Corey,

Great suggestion! Right now we don’t have any plans to add to the CSV download fields, but it’s a good idea and I can see your application of it is either not unique or at least shouldn’t be unique. 

I am sure you’re aware but the user list can be filtered with these:

And then once you have applied a filter, the CSV can now be downloaded with those filtered applied:

 

Some of the specific fields you have mentioned are not retrievable in the same way some others are, and some additional overhead is required to collate it all. Of course, it can be done, it’s just finding a reasonable way to do it and have it on demand in the interface (and the time to implement that).

Something we did consider some time ago was to make Last Seen filterable. I appreciate that’s a far cry from your full list of considerations but our theory was it would be the most relevant single piece of information to help people decided who is and isn’t using the product. I am keen to hear your thoughts on that if you don’t mind sharing them?


Corey
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  • Speaker
  • June 12, 2023

A filter by last seen would definitely be helpful, as one of the most frequent things I do is identify who has not used SC for a long time or at all.  It would need a toggle for “never” (to get the “unknown” ones that have not logged in).  It would be nice to be able to sort the list by the current other columns beyond just name - seat type, status, and last seen.

Another thing I do on a periodic basis when given the CSM output is review what OS and app version everyone is using so I can make sure we are not stuck in the past.  Some people don’t thing about ever checking to update and assume auto updates work. I’ve found iPads still on really old app versions and iOS 12 even recently, and they either don’t know there are problems or want me to troubleshoot something not working right.


Keagan
SafetyCulture Crew
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  • SafetyCulture Crew
  • June 14, 2023

That’s great, thanks Corey. I’ve added Last Seen as something to explore for the interim, along with what other fields can we a) surface, and b) filter by from the app.

And that’s a great idea about app version - I have actually heard a few customers having a similar story with team members not updating and ending up having very different experiences to each other. Will add that as a separate one to investigate.


Corey
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  • Speaker
  • August 19, 2024

Any movement on this?

  1. Add a filter on the “Users” administration page for “Last Seen.”
  2. Add a column on the “Users” administration page for “Site(s)”.
  3. Make the columns on the “Users” administration page for Permission Set, Seat Type, Status, and Last Seen sortable.
  4. Remove columns from the users CSV export:
    1. group_ids
    2. site_ids
  5. Add additional information to the users CSV export: 
    1. Full Name
    2. User Created Date
    3. Last Active (date time)
    4. Days Since Last Active
    5. Total Products
    6. Currently Conducting Inspections
    7. Currently Using Actions
    8. Currently Using Issues
    9. Currently Using Heads Up
    10. Templates Owned
    11. Inspections Started
    12. Inspections Completed
    13. Actions Created
    14. Issues Created
    15. Heads Up Created
    16. Last Seen Platform Type
    17. Last Seen Mobile Device Type
    18. Last Seen Mobile Operating System
    19. Last Seen Mobile App Version
    20. Last Seen Desktop Device Type
    21. Last Seen Desktop Operating System
    22. Mobile Last Seen (date time)
    23. Device Count
    24. Device Names

Bianca.Taylor
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  • Former SafetyCulture Crew
  • August 21, 2024

Hey @Corey ! Thank you for your comments, I’ve shared these with our Product team for their review. That being said, with the release of additional columns in CSV report including custom types and fields, has this helped your case to some extent here? Please let us know 🙏🏽


Keagan
SafetyCulture Crew
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  • SafetyCulture Crew
  • August 21, 2024

Hey Corey,
No movement on these I’m afraid. Most of the fields you have mentioned are stored separately and in such a way we cannot provide sorting features using them; and even stitching together some of the data for a CSV will require a major change in the way our backend systems work. That project isn’t currently planned.

Having said that, I expect it won’t be long before we’re working on some of these areas (users upload/download, consolidating components like user lists, and combining some user data systems) where some of these will be tackled.

This thread remains pinned to our feature request list, so I assure you it hasn’t been forgotten.


Corey
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  • Speaker
  • August 21, 2024
Bianca.Taylor wrote:

Hey @Corey ! Thank you for your comments, I’ve shared these with our Product team for their review. That being said, with the release of additional columns in CSV report including custom types and fields, has this helped your case to some extent here? Please let us know 🙏🏽

I’m not sure what additional CSV columns you are referring to. I do not see anything new that has not been in the Users CSV export for a long time already.

Perhaps it will help to explain why I want this detail. 

  1. Having this list helps me match up to a spreadsheet I keep with our licenses, the license type, the site, and the user purpose/job title. 
  2. I also use it to help make sure that each user’s app and iOS/iPadOS versions are up to date because it’s my first step in troubleshooting when they have odd issues.  I have to ask our CSM for that detail because it’s not available to me. 
  3. The thing I do the most with the current format of the users CSV is sort by “Last Seen” and identify users which have either never logged in or have not logged in for a while.  That helps me make sure we are not wasting licenses and wasting opportunity to improve at a plant.
  4. I also like to see what features they are active with and how frequently. For example, if they just logged in a week ago, that doesn’t mean they did anything meaningful. They still may not be active much or using it to its fullest.  I have to ask our CSM for that detail because it’s not available to me.

Bianca.Taylor
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  • Former SafetyCulture Crew
  • August 23, 2024
NewNot planned


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