The advanced search gives you an in-depth view of all the important metrics associated with users. You can use the advanced search to filter a specific set of users satisfying a search criteria and do a bulk action. Eg. - Remind all unverified users to verify their Fyle account.
You can go one step further an export the information as an excel or CSV for further analysis or for reporting to your team.
Get an excel dump of all users active on your account:
- Switch to Admin view and click on ' Employees' option on the left panel
- Click on the check box next to the 'Name' to select all active users.
- Click on the export button on the right corner of the page.
- The excel export contains all details of active usersas present on your Fyle account.
To filter out specific data using Advanced search:
Select 'Employees' tab in the left panel.
Click on 'Advanced' option right next to the search box on the top right corner.
Set of employee fields will now be available to use as a search criteria.
You can select multiple fields as search options and click on 'Search' to view the required user details
Once the employee list is available as per required criteria, you can select the users and take necessary action
'Bulk Edit Users': Edit/update a user information for all users
You can also export the user details in any of the below formats to have a glance of every employee in your organization, roles, approval workflows, location etc.