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
- Log into Elvanto as Super Admin or Admin with Reporting Permissions.
- Hover over People.
- Click "Reports"
- Click "People Category History"
- Select "List the people within the people categories I choose"
- Select any other desired columns or filters
- Select date range
- Click Generate
How to Run a Report on People Category History
- Log into Elvanto as Super Admin or Admin with Reporting Permissions.
- Hover over People.
- Click "Reports"
- Click "People Category History"
- Select "people who were moved from one category to another"
- Select "Moved From"
- Select "Moved To"
- Select any other desired columns or filters
- Select date range
- 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.