Create a report to show users who have never logged into Edify (Edify App)

This article explains how to create a report to show users who haven’t logged into Edify for the first time in Edify App. 

In this article

Overview

Whenever a new user account is created in Edify Console, the user’s initial default status in Edify App is First login. When a user logs in for the first time, their status automatically changes over the course of their work day for taking calls, taking calls, becoming available for calls, attending meetings, going to lunch, etc. Their user status will never automatically revert back to “First login.”

Using the User Status data source, you can create a report that tracks whether or not a user has logged into Edify App for the first time by filtering for users with a status of “First login”. This is a reliable method of showing you users who’ve never logged into Edify App before. This information can be helpful in making sure new hires are able to login successfully. 

Continue reading this article to learn how to build this report.

Steps

See the screenshot below for an example of the completed report. This report uses the User Status data source. Continue reading this section for steps on how to create the report.

1. Log into Edify App at app.edify.cx.

2. Navigate to Analytics.

3. Click the New Report button in the top-right corner of the screen.

4. Provide a name for the report in the pop-up modal and choose the User Status data source.

5. Click the Save button to create the report.

Once you’ve created the report, you’re ready to configure the groups and fields to show which users haven’t logged into Edify App yet.

6. In the Columns tab, make sure to select the following columns:

• User Name

• User Email

• Status

7. After selecting the columns described in step 6, your report should look something like this:

8. Click the blue Filters button above the column / group / charts tabs.

9. Add a filter where Status is equal to (==) First login. This filter will only return results where the user’s status is “First login”, meaning the user hasn’t logged into Edify yet.

10. Click the Build button.

11. Click the Save button in the top-right corner of the screen.

Once you save the report, notice that in the report results there’s a list of users (with email) who have a status of “First login”, indicating that they haven’t logged into Edify App yet. With their email address, you can contact them to make sure they’re able to successfully login to Edify App.