# User Onboarding Report

View the status of invited users and their progress

The User Onboarding report displays all user metrics, allowing account administrators to get a full overview of the user licenses in the account, as well as how well-configured users' accounts are.

> **Required User Permissions:** The Account Owner, Admins, and Managers can view the User Onboarding report. Users without the necessary permissions do not see the User Onboarding report listed in the top navigation bar.

> **Data Update Schedule:** User Onboarding report data is updated once per day, and it may take up to 24 hours for new data to appear. The report indicates when it was last updated in the upper-right of the page.

## View the User Onboarding Report

To view the User Onboarding report in the PagerDuty web app, navigate to **Analytics**  →  **User Onboarding**.

### Filter and Search

You have the option to filter with the following parameters:

- **Team**: You can filter by selecting the **My Teams** tab, **All Teams** tab, or enter a term in the search box to find your preferred [Teams](/account-admin/teams). Select the **checkbox** next to your preferred Team(s) and click **Apply**.
- **Invited Date Range**: The date range automatically defaults from the **date of account creation** to the **current date**. If you would like to change the date range, you may select from **Last 7 Days**, **Last 30 Days**, **Last Month**, **This Month**, or **Custom Range**. If you select **Custom Range**, select the range on the calendar and click **Apply**.
  **Note**: For custom ranges, you can select a start date up to three years in the past. A maximum duration of one year is allowed.

### Summary Metric Cards

Each card shows the percentage and number of users that meet the criteria for the current data to help you measure user onboarding progress.

- **Invited versus Joined Utilization**: Comparison between users who were invited to PagerDuty versus users who joined (i.e., accepted the invitation).
- **% on an Escalation Policy**: Percentage of users included in at least one [escalation policy](/incident-management/schedules/escalation-policies).
- **% with Notifications Configured**: Percentage of users with at least one [notification method](/account-admin/user-profile/notification-rules) configured.
- **% on Mobile App**: Percentage of users with PagerDuty's [mobile app](/get-started/mobile-app) installed.

### User List

Below the summary metric cards you see the User List data specific to the filters you have selected. You may perform the following actions with this table:

- **Search**: Use the **search field** to search for specific terms in the table. You can search for a user's name or email address, a Team, or a specific month or year.
- **Sort**: Click on a **column header** to sort results. You can also sort with multiple columns by **holding down the shift key while clicking on both of the columns**.

To customize the columns you would like to view, click the **Edit Columns** button and select your preferred data. The available columns are:

| Column Name                                  | Description                                                                                                     |
| :------------------------------------------- | :-------------------------------------------------------------------------------------------------------------- |
| **User Name**                                | The user's name _(required)_.                                                                                   |
| **Role**                                     | The user's role.                                                                                                |
| **Email**                                    | The email address associated with the user.                                                                     |
| **Team**                                     | The user's teams. Only one team name displays at a time while any additional teams are indicated with a number. |
| **Date Invited**                             | The date the user was invited to the PagerDuty account.                                                         |
| **Last Sign In**                             | The most recent date the user signed in to the PagerDuty web app. Excludes mobile app logins.                   |
| **Accepted Invite**                          | Details if the user has signed in to the PagerDuty web app.                                                     |
| **Notification Methods**                     | Details if the user has notification methods set up.                                                            |
| **Has Mobile App and Notifications Enabled** | Details if the user has installed the mobile app and enabled notifications.                                     |
| **On an Escalation Policy**                  | Details if the user is on an escalation policy.                                                                 |
| **On a Schedule**                            | Details if the user is on a schedule.                                                                           |

> **Note:** The **On an Escalation Policy** and **On a Schedule** columns are marked with a **Yes** only if the user is a target on an escalation policy or is a member of a schedule's rotation. Users added to a schedule via an [override](/incident-management/schedules/edit-schedules#create-overrides) are marked with a **No** value.

By default, the User List displays 10 results at a time. Use the dropdown below the table to select from 10, 20, 30, 40, or 50 results per page. If there are more results than the selected dropdown value, you can use the arrows (i.e., , , , ) to navigate through the results.

## Share the User Onboarding Report

There are two ways to share the User Onboarding report:

- [Share Button](#share-button)
- [Export CSV](#export-csv)

### Share Button

Click **Share**  →  **Copy Link** to copy the report's unique URL to your clipboard, which you can share with others. Signed-in users who visit the link see the same filters applied in their report.

![A screenshot of the PagerDuty UI indicating where to click to share the User Onboarding report's URL](/images/kb/4453fdc629ae6c76f5256aa19d154f04634fc3f5e5453f9773f7cb2cdecaea04-user_onboarding_report.webp)
*Share the User Onboarding report's URL*

### Export CSV

To export the User Onboarding report as a `.csv` file, click **Export CSV** to generate a file, which keeps the view and results based on your search and filter selections.

![A screenshot of an "Export CSV" button](/images/kb/ec6f433d70683670d8d0fa9430671ccde280b45e650c276c1a03265fc9ee1bb4-export_csv.webp)
*Export CSV*

<br />
