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Users List Report

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The Users List report exports information about your users to a Microsoft Excel (.XLSX) file. Use it to review user accounts, user roles, and the time users have logged responding to requests.

By default, the report includes all active users, including requesters. You can also choose to include deactivated users.

Who can use this feature?

Administrators

Instructions

  1. Sign in to your account

  2. Navigate to Settings (gear icon) and click Reports in the dropdown:

    The Settings menu icon and dropdown displaying options with 'Reports' highlighted.

  3. Click the Users List button:

    The Users list button on the Reports page.

  4. Select All time or Custom dates to choose the reporting period:

    The Report dates radio buttons on the Users report dialog.

    Note:

    If you select Custom dates, enter the desired start and end dates in the fields that appear:

    Custom date selection for report generation with start and end date fields.

  5. Select the user roles to include in the report:

    Roles checkboxes on the Users report dialog.

    Note:

    For descriptions of each user role and its permissions, see the User Roles and Access article.

  6. Check the option to Include Deactivated users in your report, if desired (optional):

    The Include Deactivated checkbox.

  7. Click Generate to create the report:

    The blue, rectangular Generate button on the Users Report dialog.

  8. The report will download to your device