The My Council Services platform allows Admin Users to retrieve the records of all the accounts that are registered on their system.
What steps do I need to follow to view the People-Information report?
Go into Analytics > People-Information
The following screen will appear. Select the relevant filter (accounts who signed up via email/mobile/all) and the relevant account Role you wish to search for.
Click to run the search.
In order to receive a CSV file via email every week, Admin Users must subscribe to receive the report.
Go into Community > People, and search/select the relevant Admin User profile. From there, go into the Employment tab.
On the right side, click on Manage >
Once subscribed, the system will send this Admin User weekly emails containing the People-Information CSV report.
Note
The Admin User will receive this report in CSV format on a weekly basis every Tuesday morning. This functionality is for Admin Users only.
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