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The Essential Guide to Report Categories: USERS

This report allows you to extract basic identifying information, including User ID, Email, First Name, and Last Name, along with critical verification data like their License ID and Address/City. It clarifies the user's authority by detailing their User Role and the Organization to which they belong.

1. Core User Identity & Status

These fields are essential for identification, authentication, and determining active access.

Data Field Purpose
User Id / Internal Id Unique identifiers for linking records across systems.
User Email / Mobile phone Primary contact methods.
User First/Last/Middle Name, Date of birth Basic demographic information for identity verification.
User Status / Details The current operational status (e.g., Active, Inactive, Pending) and any specific reason for that status.
User Login Allowed / Blocked by Org Id Security flags indicating system access and which organization (if applicable) initiated a block.
User created/Modified time, Url Link Timestamps for history and direct access to the user's profile.
User is Customer A crucial flag to distinguish between internal users and paying customers.

2. User Credentials and Compliance

These fields are vital for compliance, legal identification, and geographical segmentation.

Data Field Purpose
User License Id / Expiration / State / Country Details about the user's professional or driving license (critical for regulated industries).
User Address Street, Zip code, City, State, Country Geographical data used for tax, billing, and region-specific marketing.
User Email Opt Out / SMS Opt Out Marketing compliance fields showing the user's communication preferences.
User Role The primary functional designation of the user (e.g., "Sales Rep," "Driver," "Admin").

3. Contextual Data (Groups, Organization, and Finance)

These categories link the user to the broader organizational and financial ecosystem.

Category Key Fields Purpose
Organization Organization Id, Organization Name Identifies the primary business entity the user belongs to or represents.
User Groups user groups Id, Name, user Role, Can Invite, Group Type Details the specific groups the user belongs to, defining their layered access permissions and team structure.
Ledger Ledger Id, Ledger Invoice Count A link to the user's financial account and a summary count of their associated invoices.

User Aggregates (The Volume Metrics)

These simple but vital metrics quantify the scope of your user base.

Aggregate Metric Calculation / Significance
User Count The total number of user records in the system. Used for overall system capacity planning and licensing.
User Unique Count The count of unique human individuals represented. Often identical to User Count but confirms data cleanliness.