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Standard report: Users Overview

Learn how to use the GUIDEreports Users Overview report to understand workspace membership, roles, user status, project-team participation, capacity, invitations, and account details

Written by Elan Maynez

Overview

The Users Overview report gives you a workspace-level view of the people represented in GUIDEcx.

For administrators, operations teams, and delivery leaders, it helps answer a practical question:

Who is in our workspace, and what do we need to know about their access, role, and participation?

Use the report to review internal, customer, and partner users, understand user status and role distribution, inspect capacity information, and investigate individual workspace-member records.

What you can learn from this report

Use Users Overview to understand:

  • How many users are represented in the workspace

  • How many are internal, customer, or partner users

  • How workspace members are distributed by status

  • How users are distributed by the role represented in reporting

  • Which users have accepted their invitations

  • Which users have been deactivated

  • What capacity is associated with individual users

  • Whether account records show lock or failed-login information

  • Which individual workspace members contribute to the summary views

Unlike most other Standard reports, Users Overview has no report-level filters.


Users Overview does not have report filters

There are no report-level filters on Users Overview.

The report is designed to provide a workspace-level view of users rather than a project- or task-filtered population.

That makes the workflow slightly different from other GUIDEreports:

Summary metric → user breakdown → workspace-member details

If you need to investigate a particular person, use the available user-level detail rather than looking for the standard Customer, Project Status, Task Status, or date filters found on other reports.


Understand workspace membership

Start with the summary metrics to understand the overall makeup of the workspace.

Widget

What it shows

Total Users

Workspace users, excluding Super Admin users.

Total Internal Users

Workspace users who are not Customer, Partner, or Super Admin users.

Total Customer Users

Workspace members with the Customer role.

Total Partner Users

Workspace members with the Partner role.

Total Users

Question it answers: How many users are represented in the workspace reporting population?

Total Users counts workspace users while excluding Super Admin users.

Use this as the broadest membership count in the report.

Total Internal Users

Question it answers: How many workspace users are part of our internal team?

This metric excludes:

  • Customer users

  • Partner users

  • Super Admin users

Use it when you need to separate internal workspace membership from external customer and partner participation.

Total Customer Users

Question it answers: How many customer users are represented in the workspace?

This metric counts workspace members with the Customer role.

Use it to understand the overall external customer-user population represented in GUIDEcx.

Total Partner Users

Question it answers: How many partner users are represented in the workspace?

This metric counts workspace members with the Partner role.

Use it when your delivery model includes partners and you want to understand their representation separately from internal and customer users.


Compare users by status and role

Summary counts tell you how many users exist.

Status and role views help explain how those users are represented.

Widget

What it helps you understand

Users By Status

How workspace members are distributed by user status. Super Admin users are excluded.

Users By License Type

How workspace members are grouped by the role represented in the underlying reporting data.

Users By Status

Question it answers: What is the current status distribution of our workspace members?

Use this view to move beyond the overall user count and understand how members are distributed across the statuses represented in GUIDEreports.

If one status stands out, use the member details to investigate the individual records behind it.

Users By License Type

Question it answers: How is workspace membership distributed by role?

This view groups users using the role represented in the widget's reporting data.

Use it to understand the makeup of the workspace rather than treating every user as part of the same population.

Note: The exact workspace-role values represented in your results depend on the user records in your workspace.


Understand project-team participation

Users Overview can also help distinguish broad workspace membership from users represented across project teams.

Widget

What it shows

Total Team Members

Team members represented across projects without limiting the result to active projects.

Active Team Members

Team members allocated to projects that are not Cancelled, Pending, or Done.

Total Team Members

Question it answers: How many team members are represented across our projects?

Use Total Team Members for a broader view of project-team participation.

This is different from Total Users, which describes workspace membership.

Active Team Members

Question it answers: How many team members are represented on currently active project work?

Active Team Members focuses on people allocated to projects that are not:

  • Cancelled

  • Pending

  • Done

Use it when your question is about current delivery participation rather than overall workspace membership.

Users versus team members

These concepts answer different questions:

Measure

Focus

Total Users

Workspace membership

Total Team Members

People represented across project teams

Active Team Members

People represented across qualifying active projects

Do not assume these metrics should always match.


Identify where blocked work is concentrated

Internal Users with Most Stuck Tasks

Question it answers: Which internal assignees currently have the greatest concentration of Stuck work?

This view ranks up to 20 task assignees by the number of tasks currently marked Stuck.

Projects that are:

  • Done

  • Pending

  • Cancelled

are excluded.

Use this as an investigation starting point rather than a performance score.

A user appearing in this view tells you that Stuck work is concentrated with that assignee.

It does not tell you:

  • Why the tasks became Stuck

  • Whether the blocker is within that person's control

  • Whether the tasks share a dependency

  • Whether the user's overall workload is appropriate

Review the underlying work before drawing conclusions.


Review workspace-member details

The Workspace Members detail view provides the individual user records behind the summary metrics.

It can include:

Field

What it shows

First Name

The user's first name.

Last Name

The user's last name.

Full Name

The user's full name.

Workspace Role

The user's role in the workspace.

Timezone

The timezone associated with the user.

Is Primary

Whether the user is marked as primary in the reporting data.

Allotted Capacity Hours

Capacity hours associated with the user.

Created At

When the workspace-member record was created.

Updated At

When the record was most recently updated.

Email

The user's email address.

Public Workspace Members Status

The user's workspace-member status in reporting.

Invitation Accepted At

When the user accepted their invitation.

Locked At

When the account was locked, when applicable.

Failed Login Attempts

The number of failed login attempts recorded for the user.

Deactivated At

When the user was deactivated, when applicable.

For the canonical field definitions, see the GUIDEreports drilldown field reference.

Use the member d


etails to answer common questions

The detail table is especially useful when a summary number tells you something is worth investigating.

If you're trying to understand...

Review...

Who the user is

Full Name, Email

Their workspace role

Workspace Role

Their current reporting status

Public Workspace Members Status

Whether they accepted their invitation

Invitation Accepted At

Their configured capacity

Allotted Capacity Hours

Their timezone

Timezone

Whether the account has been deactivated

Deactivated At

Whether lock information is present

Locked At

Recorded failed login attempts

Failed Login Attempts

When the record was added or changed

Created At, Updated At


Understand invitation information

Invitation Accepted At

Invitation Accepted At shows when the workspace member accepted their invitation.

Use this field when you need to distinguish between the presence of a user record and the available invitation-acceptance information for that user.

For example, if you're reviewing workspace onboarding, the field can help identify which records have a recorded acceptance date.

Do not assume the reason for a missing value from the report alone.

Review the underlying user record and applicable workspace process if further investigation is needed.


Understand capacity information

Allotted Capacity Hours

Allotted Capacity Hours shows the capacity value associated with the workspace member.

Use it as context when your organization uses GUIDEcx capacity settings for resource planning.

The field describes the configured value associated with the user.

It should not be interpreted by itself as:

  • Actual hours worked

  • Available hours on a specific project

  • Utilization

  • Productivity

For actual tracked-time analysis, use Standard report: Advanced Time Reporting.


Understand account-access fields

The member details can include:

  • Locked At

  • Failed Login Attempts

  • Deactivated At

These fields provide reporting context about the workspace-member record.

Use them as investigation signals.

For example, if a user appears to have an access issue, these fields can provide useful context about whether lock, failed-login, or deactivation information is recorded.

The report itself does not establish why an account was locked, why a login failed, or why a user was deactivated.


Example: Review workspace access before a team change

The following is an illustrative administrator scenario.

An administrator is preparing for a team transition and wants to understand the current workspace membership.

Their question is:

Do our user records reflect the people and access we expect?

1. Review overall membership

They start with:

  • Total Users

  • Total Internal Users

  • Total Customer Users

  • Total Partner Users

This gives them a high-level picture of the workspace.

2. Review status and role distribution

They check:

  • Users By Status

  • Users By License Type

One user-status group deserves a closer look.

3. Review the member records

They use Workspace Members to inspect:

  • Full Name

  • Email

  • Workspace Role

  • Status

  • Invitation Accepted At

  • Deactivated At

4. Check capacity where relevant

For internal users involved in resource planning, they also review Allotted Capacity Hours.

5. Investigate exceptions

Where a record does not match expectations, the administrator can use the underlying user information to determine what action is appropriate.

Instead of manually reviewing every user from scratch, Users Overview helps identify which records deserve attention.


Best practices

These are suggested reporting practices rather than product requirements.

Use Users Overview for workspace questions

This report is designed for user and membership analysis.

If your question is primarily about project progress, tasks, CSAT, or tracked time, use the corresponding Standard report instead.

Remember that the report has no filters

You cannot narrow Users Overview with the standard GUIDEreports report-level filters.

Use the available summary views and member details to investigate the workspace population.

Don't confuse users with project-team participation

Workspace membership and project-team participation are related but different concepts.

Use Total Users for workspace membership and the team-member views when your question is about project participation.

Use status as a starting point

A user status can help identify records worth reviewing.

Use the individual member details before deciding what the status means operationally for that person.

Treat failed-login data as context

A failed-login count tells you what is recorded in the reporting data.

It does not establish the reason for the failed attempts.

Use capacity values for the question they answer

Allotted Capacity Hours represents configured capacity information.

Use Advanced Time Reporting when you need actual tracked effort.

Don't use Stuck-task concentration as a performance score

If an internal user appears in Internal Users with Most Stuck Tasks, review the underlying tasks and project context.

Concentration identifies where blocked work exists, not who caused it.


Frequently asked questions

Does Users Overview have filters?

No.

Users Overview does not have report-level filters.

It provides a workspace-level view of the users represented in reporting.

Why is Total Users different from Total Internal Users?

Total Users represents the broader qualifying workspace-user population.

Total Internal Users excludes Customer, Partner, and Super Admin users.

Are Super Admin users included in Total Users?

No.

Total Users excludes Super Admin users.

What is the difference between Total Users and Total Team Members?

Total Users describes workspace membership.

Total Team Members describes people represented across project teams.

They answer different questions and should not be expected to match.

What does Active Team Members mean?

It counts team members allocated to projects that are not Cancelled, Pending, or Done.

Use it when your question is about current project participation.

Can I see whether someone accepted their invitation?

The Invitation Accepted At field shows the recorded invitation-acceptance date when available.

What does Allotted Capacity Hours mean?

It is the capacity-hours value associated with the workspace member.

It is different from actual tracked time.

For actual time worked, use Advanced Time Reporting.

Does Failed Login Attempts tell me why someone can't sign in?

No.

It provides the number of failed attempts recorded for the user.

Use it as account context rather than a diagnosis of the underlying issue.

What does Deactivated At show?

It shows when the workspace member was deactivated, when a deactivation date applies.

Can I use Users Overview to evaluate employee performance?

The report can provide operational context such as capacity, project-team participation, or concentration of Stuck work.

Those values do not by themselves establish individual performance.

Review role, workload, project context, and the underlying work before drawing conclusions.

Where can I find definitions for all user-detail fields?

What if I need a different user-reporting view?

Review the available user and resource-allocation widgets in the GUIDEreports widget library.

If you need a different combination of available widgets, you can build a custom GUIDEreport.


Continue learning about GUIDEreports

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