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Assessor data source and applicant account status in Report Builder

Problem

Organisations need to report on assessor activity (login dates, account status) and track whether applicant accounts have been claimed or remain unclaimed. Previously, there was no Assessor data source available in the Report Builder, and the Applicants data source did not distinguish between claimed and unclaimed accounts.

What changed

Assessor data source

A new "Assessors" data source is now available in the Report Builder. It provides the following fields:

  • Assessor ID - The assessor's internal ID

  • Assessor Name - The assessor's full name

  • Email - The assessor's email address

  • Account Status - Whether the account is "Active" or "Unclaimed"

  • Last Sign In At - The date and time of the assessor's most recent login

  • Sign In Count - The total number of times the assessor has signed in

  • Creation Date - When the assessor account was created

This allows organisations to build reports identifying inactive assessors, track login activity, and see which assessor accounts have not yet been claimed.

Applicant account status

The existing "Current Status" field in the Applicants data source now shows "Unclaimed" when an applicant has not yet claimed their account (i.e. they have not been invited, have not confirmed their email, and have not signed in via SSO). For all other applicants, the field continues to show the registration entry state as before.

This enables organisations to filter and report on which applicant accounts are unclaimed versus active.

How to use

  1. Navigate to the Report Builder

  2. Create a new data source and select "Assessors" from the data source type dropdown

  3. Choose the fields you want to include in your report

  4. Use filters on the "Account Status" field to segment assessors by claimed/unclaimed status

For applicant reporting, existing Applicant data sources will automatically reflect the new "Unclaimed" status in the "Current Status" field.

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