In this module, we're going to look at some of the auditing and reporting tools a Company Manager can use to monitor their company in Workplace.
All Account Activities
As we mentioned in a previous module, you can go into All account activities in the sidebar of the Company Dashboard to view user activity.
For instance, if you notice an invalid login attempt, click on the activity to view a popup window that gives you the date, time and location of that activity.
If you want greater detail, let's say for a particular user, you can click on their name, and you'll see a list of their activity. Use the pro-filter to fine-tune your search.
Click Export Activity, where you'll set a date range for the activity log, and then export a CSV file.
You can also audit and export reports from a few areas of the Classic Webtop Company Management page.
Click View All Settings from the Company Dashboard. Here on the Company Management page, you can select Users to view a few pieces of information, and either sort a column, or use the filters such as Login disabled, Account disabled, User type, which is for billing purposes - more on that later, Mail, which means they may or may not have an Exchange account, Contact, which meansIf marked Yes, a user receives his email at an outside email address. Most likely this column will read No.
And, you can sort by Files, which means they may or may not have a personal folder, and access to group and public company folders.
I'm going to click on the Passwords column. I see that there are some user's who's passwords have been reset, but they have not logged back in using the unique activation code listed here.
To drill down further, click the plus sign next to the number of users. Here you'll see all of the groups in which the user is a member.
Once you choose your filters, click Find to see your results. You can export the page to a CSV file.
You can also go to Groups to filter and run a report. First you'll see a list of the groups and some basic information, such as which group has file folders. Select that filter, and then click Find.
Or, click Show advanced to filter a wider selection, click Find, and then export a CSV if necessary.
Ok! Now you have the tools you need to audit, and generate reports for, your users in Workplace.