The Participant Details Report exports participant profile and account details into an Excel workbook so teams can review contact information, status, demographic data, address details, case and unique IDs, group membership, interests, skills, and account-specific custom fields in one place.

⚙️ How It Works

Go to Reporting and open User Reports.
Choose Participant Details.
Use the available filters to narrow the results. Depending on your account, you may see filters such as the participant filter, 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 export contains one worksheet named Details. Each row represents one participant. The report is generated as an Excel workbook and sent to the signed-in user who created it.

✅ Benefits

Review participant profiles in one place with core identity, contact, and status information in a single export.
Support operational reporting with case IDs, unique IDs, active groups, and address details included.
Capture person-centered context through interests, skills, and optional custom fields.
Filter the right population by participant, status, group membership, and custom field values.

🧰 Options

The participant filter lets you limit the export to one or more specific participants.
Status lets you filter by Active or Inactive. If you leave it blank, the report can include participants across all statuses.
Groups lets you limit the export to participants in one or more 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 Participant Details Report includes these default columns:

Name
Email
Phone
Status
Sex
Case ID
Unique ID
Date of Birth
Self-Guardianship
Disability Types
Disability Type Other
Race
Ethnicity
Residential Address One
Residential Address Two
Residential County
Residential City
Residential State
Residential Zipcode
Mailing Address One
Mailing Address Two
Mailing County
Mailing City
Mailing State
Mailing Zipcode
Active Groups
Skills
Interests

Veteran and About Me are available columns, but they are not included by default.

If your account uses participant custom fields, each applicable 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 Status and Groups together when you need a focused list for a specific participant segment.
Use custom field filters to build targeted exports for reporting, outreach, or program review.
Review Case ID, Unique ID, and address fields together when preparing operational audits or handoffs.
Sort by Active Groups, Skills, or Interests in Excel when you want to scan for patterns across participants.

❓ FAQs

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

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

What worksheet name is used in the workbook?
The workbook includes a worksheet named Details.

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

Are custom fields included in the export?
Yes. Participant custom fields for your account are included as default columns, and they use each custom field’s configured name.

Are Veteran and About Me included by default?
No. Those columns are available for the report, but they are not included by default.

Participant Details Report