Carebility offers built-in filters to help Admins quickly find and manage user information. One of the most commonly used reports is the User Report, which provides a high-level view of learners within your organization.
User Report Overview
To access the User Report, navigate to:
Reports > Users
From here, you can select the provider whose users you want to view.
This report is most often used to:
View a list of users
Check the email address on file
Confirm whether a user is Active, Pending, or Inactive
Manage user details for pending users
Filter and run reports based on specific user criteria
Information Included in the User Report
Information Included in the User Report
First Name
Last Name
Role
Status
Last Active
Hire Date
Termination Date
Created At date
Actions
Understanding User Statuses
Understanding User Statuses
Active: The user has logged into Carebility.
Active users must update their own personal information by logging in.
Pending: The user has not logged in yet.
Admins can edit certain details for pending users.
Inactive: The user is terminated or on a leave of absence
Actions Column Explained
Actions Column Explained
In the Actions column, Admins will see several icons:
✏️ Pencil Icon (Edit User)
Allows you to update a user’s name, email, role, or provider
This option is only available for Pending users
Active users must update their own information after logging in
🔒🔁 Reset Password Icon
Allows you to create a new password for a user
Be sure to create a brand-new password—previously used passwords will not work
Password requirements:
At least 8 characters
One uppercase letter
One lowercase letter
One number
One special character
Examples:
Reset@123orWelcome1!
➕ Plus Icon (Assign Course)
Allows you to assign a course directly to an individual user
This allows you to pick what column headers you want on your export
Filtering the User Report
Filtering the User Report
To filter users by status:
Click the Status filter.
Select Pending, Active, and/or Inactive.
Click Apply.
Note: By default, the User Report shows Active and Pending users only. To include Inactive users, click the Status filter and check the box next to Inactive, then click Apply.
This helps narrow results to only the learners you want to view.
Customizing Columns
Customizing Columns
In the top-left corner of the User Report, you can choose which columns appear in your report. Available column options include:
Email
Role
Status
Last Active
Hire Date
Termination Date
Created At
Actions
This allows you to tailor the report to your specific needs.
If you have questions about reports or need help filtering data, just ask—Fin is always ready to help!