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People Directory Reports
People Directory Reports

Learn how to view reports that display information about the users, and their participation, within your organization, including 2FA.

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Written by Jocelyn Gombos
Updated over 6 months ago

TABLE OF CONTENTS

I. Introduction

II. Info Report

III. Attendance Reports

IV. Tasks Reports

V. DEI Reports

VI. Profile Detail Reports

I. Introduction

People reports let admins export information about other Admins, members, and observers. This can include details from their profile pages, meeting attendance, task completion, and more.

Each People report can be ran for the whole organization, or filtered by group.

II. Info Report

The Info Report lets admins download information from each user's profile page.

The information included is:

  • First and Last Name

  • Login Email

  • Board Term From and To

  • Title

  • Company

To view and download the Info Report:

  1. Click Reports from the main menu panel

  2. Click People

  3. Select the desired options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All Groups

    2. Report Type

      1. Click the drop-down to select Info

  4. Click Run Report

    1. Information listed above populates the People Reports page

    2. To download, click Download as CSV

III. Attendance Reports

Note: Timeframe options A year and All time are supported only for Professional and Enterprise service levels

The Attendance Report lets admins track the meeting attendance of members, observers, and other admins. There are two downloads available:

This report includes the following information:

  • First and Last Name

  • # of Invitations

  • # Attended

  • Attendance %

Member specific attendance includes the following information:

  • Meeting

  • Date

  • Attendance

To view and download the Attendance reports:

  1. Click Reports from the main menu panel

  2. Click People

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All Groups

    2. Report

      1. Click the drop-down to select Attendance

    3. Time Frame

      1. Click 30 Days, 90 Days, Year, or All Time; the default is 30 days

  4. Click Run Report

    1. Information listed above populates the People Reports page

    2. To download the attendance report, click Download as CSV

    3. To view a member-specific attendance report:

      1. Click View next to the desired member's name

        1. Member-specific attendance report pops out

        2. To download this, click Download CSV

IV. Tasks Reports

Note: Timeframe options A year and All time are supported only for Professional and Enterprise service levels

The Tasks Report lets admins export information regarding tasks. There are two downloads available:

  1. Task reports include the following information:

    1. First and Last Name

    2. # Tasks

    3. # Completed

  2. Member-specific task reports include the following information:

    1. Task

    2. Due Date

    3. Completed

To view and download Tasks reports:

  1. Click Reports from the main menu panel

  2. Click People

  3. Select the appropriate options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All Groups

    2. Report type

      1. Click the drop-down to select the Tasks report

    3. Time Frame

      1. Click 30 Days, 90 Days, Year, or All

  4. Click Run report

    1. The information listed above populates the People Reports page

      1. To sort the list, click the arrows next to the desired sorting property

    2. To download the task report, click Download CSV

    3. To view a member-specific task report, click View next to the desired user's name

      1. Member-specific attendance report pops out

      2. To download this, click Download CSV

V. DEI Reports

The DEI Report contains the following data:

  • First name

  • Last name

  • Age

  • Race/ethnicity

  • Gender

  • Education

To view and download DEI reports:

  1. Click Reports from the main menu panel

  2. Click People

  3. Select the desired options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All Groups

    2. Report type

      1. Click the drop-down to select the DEI report

  4. Click Run Report

    1. Information listed above populates the People Reports page

      1. To sort the list, click the arrows next to the desired sorting property

    2. To download, click Download as CSV

VI. Profile Details Reports

The Profile Details Report contains the following data:

  • First name

  • Last name

  • Login address

  • Board term from date

  • Board term to date

  • Title

  • Company

This information is pulled from each user's profile in their settings. This means that if the board term dates, title, and company are not manually filled out, the Profile Detail Report displays blank fields in the corresponding column.

If any data is listed incorrectly in the user's settings (including first name, last name, or preferred login address) this same incorrect information appears in the profile details report.

To learn how to update a user's profile information, please see Related Articles.

To view and download a Profile Details Report:

  1. Click Reports from the main menu panel

  2. Click People

  3. Select the desired options from the top portion of the page

    1. Group

      1. Click the drop-down to select a specific group's member list - the default is All Groups

    2. Report type

      1. Click the drop-down to select Profile Details

  4. Click Run Report

    1. Information listed above populates the People Reports page

      1. To sort the list, click the arrows next to the desired sorting property

    2. To download, click Download as CSV

Related Articles

  • Overview of the People Directory: learn how to make the most of the people directory with search, different views, and understanding when users access Boardable

  • Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable

  • Discussion Reports: learn how to get a list of discussions as well as detailed reports - Organization Admins only

  • Reports Overview: Report on up-to-date board health, board engagement, and monitor and identify areas of opportunity for improvement

  • Export People Directory: Learn how Organization Admins can export the People Directory to view information in a user's profile and check 2FA.

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