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Home > Reports > Contacts Reports > User Account Report Use Case: View Contacts Who Do Not Have Login Credentials
User Account Report Use Case: View Contacts Who Do Not Have Login Credentials
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The User Account Report gives you the ability to view all of your contacts and their associated log-in name, access level, etc. Importantly, by deselecting Has Account you will be able to see those members that do not have login credentials.


Click Reports in the left-hand navigation panel.

Select or Search for User Account Report.

Using the Search field to find the User Account Report

Clear the Has Account check-box.

Clearing the Has Account checkbox to find members without login accounts to the Info Hub

(Optional) Select Display Options. The report is set up with default fields to display; you may add or remove fields by clicking on the Fields to Display drop-down arrow and searching or scrolling for the field you want to include. To add a field to the display options, enable the checkbox to the left of the field name. This report has an extensive set of defaults, so let's remove a few to make it more focused. We're going to go with Contact Name, Primary Business, Individual/Default Access Level, Access Levels with Related Organizations, Account Username, Account Email, and Last Login Date/Time.

Removing a few options from the Fields to Display to make the results more focused

(Optional) Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. (Summarize options are listed alphabetically in the dropdown, but recently/commonly used selections will "stick" to the top of the list.) For this report, we don't need to group our results, so we'll leave this blank.


Click Run Report.

Report results showing a list of members without Info Hub login accounts


For these results, you may want to add these contacts to a list and send them messaging using the Invite members to login and access benefits email template encouraging them to create their Info Hub login accounts.


See the following for Common Report Functions:

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