Custom Reports - Run a report of branches and branch codes

@dinda156 Check with your Account Manager or Customer Experience rep. When we stood up our platform a couple of years ago, they had to create a custom report for us.

There is some chatter that this feature is coming, but I’m not 100% certain that we have it yet. It is a very handy report to have.

Regards,

KM

Hi @dinda156 you can run it from the User Management page...just select all users and then go to the bottom right of page > Choose Action > Export. You can simply select the branch names & codes at the very bottom of the panel:

not the most elegant way but it works.

Thank you for the replies.   What I am really looking for is a report when a branch was created in Docebo. I’ve tried multiple methods to run this (audit log, etc.) and cannot select the date the branch was created.  

@Bfarkas - I have an API question and since @lrnlab just segued into API’s, I’m adding my question here since I think it’s related.

Is it possible to get API data that show Branch information for users?

Also, Active field values (Yes/No)?
Are these fields we could put into other API’s?

We are pulling from an API on Reports - could we add something to that API’s settings to get those two pieces of information?

Thanks!

Not sure I am completely following, but if I am, I think I would go the route of setting up a ‘New Reports’ custom report of type ‘Users’. In the field options you can add the branch information and there is the deactivated field:

or you could just filter them out: 

You could then use the API to interact with this report if you needed to. Is this what you are going for?

Thanks, @Bfarkas. My report fields look like this, so Branch Name and Deactivated are selected. They are visible in the report:

However, the API doesn’t include them.  Our API return looks like this (after the manager info, I’m leaving out here):

Notice that Branch and Deactivated are not included here. Any idea why that would be?

Thanks!

Jen

@JKolodner  Just tried on my side and works as expected:

Couple thoughts, which API are you using?

Also, if you use the Analytics > Report > Get Report Info and put your report ID in, are the fields showing there as expected?
 

Yes, it appears that the fields (user_deactivated and user_branch_name) are there although I’ve asked my API colleagues to check it for themselves since they aren’t seeing it:

@Bfarkas Hey Brian - I think the problem is our expectation for the API doesn’t match how it’s built. I think we need this one instead to see the actual report information, not just its structure. Please let me know if I’m wrong :)

Oh, I was just asking you to check the other one on structure to confirm the API was seeing the same you were expecting, it was the easiest way to check a few common mistakes/errors honestly. 

The one you posted above shows a preview only, not the full report if that’s your intention. Read through the endpoints in that area of the API, there’s a few ways to essentially start an export depending on what type you want and then monitor its status to get the actual report. I assumed you were using them to show the original image of the output in the api not matching, what endpoint was that?

Yeah, just a preview then… Is there an API that does a similar thing, but with all the details, or is there only Export to CSV/XLSX? I’m not finding another option. But hey, I don’t mean for your part-time job to be helping me solve this. Thanks for all of your help!

Try this one, it gives back just the JSON:

Where does one find an export id?

Yeah, so new reports are a bit more complex than old reports as far as getting, you might want to check this thread out which discuses the general approach/thought process to get you there:

Will do! Thanks!