Creating user and locations reports

Create a report that shows users and location information. 

Instead of creating separate reports that show data for a single object, you can create a single report that combines data from two objects which you can export and share with your colleagues.

Note
At least, read permissions for locations and users are required.

Before you start

A new field has been added to the Users object called Assigned Location which has the Location object as its data source. All the options that have been added to the Location object are also available as options for the Assigned Location field. When you add or update user records, you can select the user's location.

Important
To create related views of users and locations, you must populate the Assigned Location field in user records.

Scenario

In this scenario, records have been added to Locations that specify the location of offices. And, the Assigned Location field for user records has been updated to specify the office that users are assigned to. 

In addition, the Location type field options have been updated and a custom field called Region has been added to enrich the data collected about locations.

Procedure

1. Click Users.
2. In the list view, you can create a search to refine the data.
3. Expand Related Views, and then click Locations.
4. You can complete the following actions to refine the asset data that is displayed and exported:
   1. Click the More actions   and select Hide to remove a column.
   2. Select  an assets column and drag and drop it to another position.
5. Click Export to download the report.

Result

Illustration: User information

Illustration: Location-related information for users