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New Blog Post! Use Text Mode to Create a Detailed User View

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Employee Advisor

Did You Know? Use Text Mode to Create a Detailed User View Have you ever needed to see the other groups, teams, or job roles that all users in your environment are assigned to? Rather than manually clicking into each person's profile, create a detailed user view that pulls this information into a single view. NOTE: This blog is part of the "Basic Text Mode" series. It is not intended to teach you about text mode reporting beyond what you need to know to produce this view. Links are provided at the end of the article if you're interested in learning more about text mode. As a system or group administrator, you might look at the list of all users, found under the People tab, and ask yourself, what job roles are assigned to each of these users? You can't see this in a standard user view, so you would need to edit each user's personal information to find out. By using text mode, you can see all job roles, teams, groups, and direct reports in columns in your view or list report.

Your final view would look like this: To learn how to create this view, follow step-by-step instructions in the full blog post, located on the Community site under Blogs, or by clicking here. Add comments, ask questions, or share additional use cases to the comments section as well! Nichole Vargas Workfront

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5 Replies

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Community Advisor
Fantastic! I've been trying to add a list of other groups to my user list for awhile!

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Employee Advisor
Heather, We love hearing this kind of feedback from our customers! If there is any additional information you are looking for, in terms of quick "text mode tips" let me know! Nichole Vargas Workfront

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Community Advisor
I'd love to be able to Filter by other groups, to pull in all users in a group, whether it's their home group or an "other" group

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Community Advisor

Hi Heather,

In a User report, you can add a text mode filter that will return only members of a specific group (whether it's their Home Group or not):

userGroups:groupID=xxxxa3fe0029900d75e77b7180f5xxxx

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Community Advisor
Thank you @William English !!