Overview

Research Organization Administrators can generate reports needed for periodic user access reviews or for auditor requests regarding changes in user access over time.

There are two types of User Access Reports:

• Current: Provides a snapshot of users with active access.
• Historical: Provides data on changes made to users’ access and permissions over a specified period.
  • History is available from the time of this feature’s release (December of 2024).

These reports can be exported to CSV or PDF. Note: To view a CSV file in Excel, save the file, then import (not open) it into Excel. During the import process, indicate that the CSV file is UTF-8.

Generate a Current User Access Report

1. Select the Reporting tab.
2. Select User Access Reporting.
3. Confirm that Current User Access is selected as the Report Type.
4. Select one or more Sites (defaults to all sites).
5. Select one or more System Roles (defaults to all System Roles).
6. Select one or more Add-on permissions (defaults to all Add-on permissions).
7. Select whether or not to include Study Assignments (not available when System Role or Add-on filters are in use).
8. Select the preferred file format.
9. Select Run in Background.

Generate a User Access History Report

1. Select the Reporting tab.
2. Select User Access Reporting.
3. Confirm that User Access History is selected as the Report Type.
4. Select one or more Staff or Monitor/External Users (defaults to all Staff and Monitor/External Users).
5. Select the date range (defaults to all available history).
6. Select whether or not to include Study Assignments.
7. Select the preferred file format.
8. Select Run in Background.