Best Answer

How to identify users not in a branch (root branch only)

  • 5 January 2023
  • 2 replies

Userlevel 3

I need a way to identify users that are not assigned a branch, so I can review one of their specific additional fields and create the necessary branch. I have not yet found a way to do this - can anyone point me to a place to start?


Best answer by Annarose.Peterson 5 January 2023, 22:30

View original

2 replies

Userlevel 7
Badge +6

@elainethetrainer You have to create a User report and ask it to display the branch information.


KMallette/Viasat, Inc.

Userlevel 7
Badge +6

You could use the report type “Users” from the New Reports.  Under the filters, report on All Users and then make sure to include “Branch” in the from the View Options.  

When you pull the report, anyone that has a blank in the Branch column will be someone who is not in a Branch.