Create a personnel report based on a user attribute

Personnel reports track the use of user attribute values. For example, a user attribute called MedicalTraining might have two single-select picklist values (Yes and No) and be used as response options for an alert. As each user selects a response, the information is added to their user record. At the end of the alert, you can use the personnel report to track the responses.

Note: You must be an Organization Administrator or Enterprise Administrator to create user attributes.
  1. From the navigation bar, click Users > User Attributes and create one of the following types of user attributes:
    • Dynamic Hierarchy
    • Single-select Picklist
    • Multi-select Picklist
    • Check box
  2. Optionally, for a picklist attribute, add new values.
  3. Optionally, for a dynamic hierarchy attribute, add levels and values.
  4. In the Personnel Reports section, beside Enabled, select Yes.
  5. In the Personnel Reports section, enter a name, such as “RO-Accountability”. RO indicates that it will be used as a custom response option. This name appears on the Personnel Reports screen.
  6. Optionally, add a description for the user attribute.
  7. Click Save.
  8. In the navigation bar, click Reports > Personnel Reports.
  9. On the Personnel Reports screen, click Summary or By Organizational Hierarchy.