Reporting & Dashboards
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      2. Reporting & Dashboards

      What Is the All Users Dashboard and How Do I use It?

      The All Users Dashboard is a tool for quickly finding information on all of Users within your system

      1. To access your user dashboard, log in to the Playbook Back End via (mywebsite.playbookapi.com/control_panel).
      2. From the top navigation bar, navigate to:
        Reporting > Registrations > Users
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      3. Left-hand filters allow you to refine results by categories such as specific programs, payment methods, and price ranges. Each category contains multiple subcategories, helping you efficiently narrow down the user you're searching for. By selecting a category or subcategory, you can streamline your search process, as demonstrated below.
      4. Top filters let you narrow your search by entering a user name or email, and adjusting the date range for more precise results

        1. Search - Allows you to display users by entering the user's name or email
        2. Date Range - You can either select a custom time range by inputting the start and end dates manually, or choose from preset options using the date range dropdown
        3. Apply - Once you've set your desired filters, click this button to apply them

      5. Bulk Actions or bulk editing efficiently applies the same action to multiple selections at once, eliminating the need for repetitive tasks.
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        1. Export All: This option allows you to download all the details from the table in CSV format. A dialog box will appear with three options: Save, Don't Save, and Cancel. If you're exporting a large dataset, it also provides suggestions to help optimize the process.
        2. Custom Export Selected: After selecting a user from the table, you can use this option to export the selected user's data while customizing which specific details you want to include in the export. 
        3. Email All Pages: This option directs you to the "Send Bulk Email" page, where you can send a custom email to all users who have an email address associated with their user account.
        4. Email Selected: Similar to "Email All Pages," this option opens the "Send Bulk Email" page, but only applies to the users you've selected.
        5. Bulk SMS: Takes you to the "Send Bulk SMS" page, allowing you to send a custom SMS to selected users who have a phone number linked to their user account.