The All Users Report exports user account details into an Excel workbook so teams can review contact information, role and status details, access settings, reminder preferences, group assignments, and account-specific custom fields in one place.

⚙️ How It Works

Go to Reporting and open User Reports.
Choose All Users.
Use the available filters to narrow the results. Depending on your account, you may see filters such as Users, Roles, Status, Groups, custom field filters, or Accounts for umbrella reporting.
Enter a value in Report Name if you want a custom file name.
Click Generate Report.

The report is queued for generation and sent to the email address of the signed-in user who created it. You can also check its status from Generated Reports. The export contains one worksheet named Users, and each row represents one user.

✅ Benefits

Review user access quickly by seeing role, status, SSO, and web access details in one export.
Understand engagement signals with last sign-in data and reminder preferences included.
Verify group assignments using both the active group count and the full list of active groups.
Export account-specific data by including your configured custom fields as default columns.

🧰 Options

Users lets you limit the export to specific users. The picker can include inactive users.
Roles lets you limit the export to one or more roles.
Status lets you filter by Active or Inactive. If you leave it blank, the report includes users across all statuses.
Groups lets you limit the export to users in specific groups.
Custom field filters adapt to each field type. Select and boolean fields use picklists, date fields use a date range, number fields support comparison operators, and text fields support partial matches.
Accounts appears for umbrella admins so the export can be limited to one or more sub-accounts.
Report Name controls the exported file name.

📊 Columns Included

The All Users Report includes these default columns:

Name
Email
Role
Race
Ethnicity
Phone
Status
SSO Enabled
SSO Provider
Web Access Enabled
Last Sign In
Event Reminders Enabled
Routine Reminders Enabled
Active Groups Count
Active Groups
About Me

If your account uses custom fields, each custom field is also included as a default column using that custom field’s exact name.

For umbrella accounts, the export also adds an Account column at the beginning of each row.

💡 Best Practices

Use the Status filter when you want to focus only on active or inactive users, since leaving it blank includes both.
Use custom field filters to build targeted exports for specific programs, teams, or workflows.
Review Last Sign In, SSO Enabled, and Web Access Enabled together when auditing access or onboarding activity.
Sort by Active Groups Count or Active Groups in Excel when reviewing group assignments at scale.

❓ FAQs

What file type does the All Users Report export?
The report exports as an Excel workbook (.xlsx).

What does each row in the report represent?
Each row represents one user.

Does the report include inactive users?
Yes. If you leave Status blank, the export can include both active and inactive users. Select a status if you want to narrow the results.

Do custom fields appear in the export?
Yes. Account custom fields are included as default columns, and they use each custom field’s configured name.

Who receives the finished report?
The signed-in user who generates the report receives the finished file by email, and the report can also be accessed from Generated Reports.

How do umbrella accounts differ?
Umbrella admins can filter by Accounts, and the export adds an Account column to identify the sub-account for each row.

All Users Report