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Create a user report

Modified on Wed, 17 May 2023 at 12:58 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.
    • 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.

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