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User Export to include Group Membership

As part of a Periodic review, we will export a list of users in our vault.  Then we will send this to the project managers for them to verify users who are still active in the study.  To do this we currently go to the Users & Groups tab in the Admin menu, and then export the list of users and filter by Active/Inactive.

The issue with this export is that we will not be able to identify from the report who all are part of Study Editor group and Viewer or Sponsor Group.

To create a report as part of Periodic review, we would need to classify users based on the groups they are in which is a manual process now. The process of generating reports and sending it to Project Teams as part of Periodic review becomes cumbersome if we have to create report manually

Can the export include the group that the user are in?

8 comments

  • Avatar
    Leo Lau Official comment

    Hi Aaron and Amy, thank you for providing your feedback. We do have an enhancement in our Vault Loader backlog to include Vault Membership and Group Membership information in an extract. They will be prioritized for inclusion in a future release.

  • Avatar
    Amy Edwards

    We have the exact same problem.  Currently we have to export the full list of users and export the members of each group during periodic review.  It'd be great if this could all be contained in a single user list export.

  • Avatar
    Aaron Kemp

    We also have this problem. I can use Loader to separately export the list of Users and the list of Groups. However, it's a cumbersome process to map the User IDs to the Groups. It would be great to be able to export a list of users by group, or run a report showing which users are in each group.

  • Avatar
    Dan Robinson

    Is there an update on this enhancement as we would be interested in this as well.

  • Avatar
    Leo Lau

    Hi Dan, unfortunately, we have had other higher priority enhancements and this particular one is still in the backlog.

  • Avatar
    Kevin O'Brien

    Hi Dan/Leo,

    I was in the same boat in the past.  Perhaps this isn't exactly what was requested in this thread, but does a "Group with User" report type satisfy this need (or a "User with Group" one)?  I believe that was added in 18R3.  http://vaulthelp.vod309.com/wordpress/admin-user-help/users/managing-groups/#reporting_on_groups

     

    Once you create the report type you can add user fields (columns) and group by Group name.  Add additional user or group filters as needed.  The export to Excel should get pretty close.

    And if I'm way off base you can disregard this.  Just wanted to throw it out there in case its an option for you.

    Kevin

  • Avatar
    Dan Robinson

    Thanks Kevin!

    That is exactly what I was looking for. I was able to create the report type and generate an excel file successfully.

    Much appreciated!

    Dan

  • Avatar
    Leo Lau

    Thanks for the suggestion. I should have thought of that as an alternative.

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