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Tenant Admin Portal - How to Download Credentials Reports from the Insights Dashboard

This document is a step-by-step guide on how to view credential enrollment data and download the Credentials Report from the Insights dashboard in the Tenant Admin Portal.

Introduction

This document provides instructions on how to view credential data and download the Credentials Report from the Tenant Admin Portal.

Prerequisite

You must have admin access to the Tenant Admin Portal.

Steps to Download the Credentials Reports

  1. Log in to the Tenant Admin Portal.

  2. From the left navigation menu, click Insights Icon.

    The Insights dashboard screen is displayed.

  3. Select the Credentials tab.

    The Credentials Insights dashboard is displayed.

  4. Do one of the following:

    1. Connection

      1. Select Connection to filter users based on directory connections.

      2. Select one or more preferred connections from the Connections drop-down list and click Apply.

      3. Select one or more preferred credentials from the Credentials drop-down list and click Apply.

        OR

    2. Group

      1. Select Group to filter users based on specific user groups.

      2. Select one or more preferred groups from the Groups drop-down list and click Apply.

      3. Select one or more preferred credentials from the Credentials drop-down and click Apply.

    The Credentials Report page is displayed.

  5. Click Download icon > select excel.

    The Credentials Report is successfully downloaded.

Note

The sum of users across credential types may be greater than the total number of users, as a user can be enrolled with multiple credential types.

User Categories

  • Users with credentials: Users enrolled with at least one credential.

  • Users without any credential: Users who have not enrolled any credential.

The center of the pie chart displays the Total Users count.


Keywords

| Credentials Report | Insights Dashboard | Users with Credentials | Users without Credentials | Credential Enrollment |

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