To create a report that shows the active user roles in the system, follow the steps below:

1. From the User page, press Create report and define the following settings:
   • System: Select the system from which data is retrieved to the report.
   • Company: Select the company to be included in the report.
   • Business unit: Select the business unit to be included in the report. This option is available if the company has business units. This is optional.
   • Document templates: By default, data from all document templates enabled in the company is included. To limit the selection, select a template from the drop-down list.
   • Roles: By default, all roles are selected.  To limit the selection, select the required roles from the drop-down list.
   • Other selections: Select Yes/No to the rest of the selection options.
2. To run the report, click Create Report. The report is generated in Excel format.