Open navigation

Create a user report

Modified on Mon, 09 Jan 2023 at 12:40 PM

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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article