How to Report On People Category History

Introduction:
This article explains how to report on those profiles who are in a particular People Category. It will also report on those people who were moved from one category to another. This is helpful for tracking those who might have changed from a category like "Visitor" to "Member".

How to Run a Report on who is listed within a People Categories

  1. Log into Elvanto as Super Admin or Admin with Reporting Permissions.
  2. Hover over People.
  3. Click "Reports"
  4. Click "People Category History"
  5. Select "List the people within the people categories I choose"
  6. Select any other desired columns or filters
  7. Select date range
  8. Click Generate

How to Run a Report on People Category History

  1. Log into Elvanto as Super Admin or Admin with Reporting Permissions.
  2. Hover over People.
  3. Click "Reports"
  4. Click "People Category History"
  5. Select "people who were moved from one category to another"
  6. Select "Moved From"
  7. Select "Moved To"
  8. Select any other desired columns or filters
  9. Select date range
  10. Click Generate

 

Conclusion:
In conclusion, Elvanto makes it easy to see which profiles are assigned to a particular People Category, such as Members and Visitors, as well as those who have moved from one category to another.