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

⚙️ How It Works

Go to Reporting.
Open User Reports.
Choose Participant Details.
Use the available filters to narrow the report results.
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 export — Core identity, contact, status, and profile information are available in a single workbook.
Include new preferred fields — The report includes Preferred Name, Preferred Pronouns, and Preferred Language when those values are saved on participant profiles.
See preferred name next to name — Preferred Name appears immediately after Name in the export so teams can review both values together.
Support operational reporting — Case IDs, unique IDs, active groups, address details, and custom fields help teams review participant records consistently.
Capture person-centered context — Interests and skills are included to provide additional participant context.

📊 Columns Included

The default export columns include:

Name
Preferred 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
Preferred Pronouns
Preferred Language
Active Groups
Skills
Interests
Custom Fields, when configured for participant profiles.

Optional columns may also be available, including Veteran and About Me.

🧰 Options

Participant — Limit the report to one or more specific participants.
Status — Filter by Active or Inactive. Leaving this blank can include participants across statuses.
Groups — Limit the report to participants in selected groups.
Custom field filters — Filter by participant custom fields when available for your account.
Accounts — For umbrella reporting, limit the report to selected accounts when available.

💡 Best Practices

Review participant profile fields before generating the report if your team depends on current preferred name, preferred pronouns, preferred language, or contact details.
Use Report Name to make exported files easy to identify later.
Use filters to keep the workbook focused on the participants, groups, or statuses you need to review.

❓ FAQs

Does the report include preferred name?
Yes. The report includes Preferred Name immediately after Name when that value is saved on the participant profile.

Does the report include preferred pronouns and preferred language?
Yes. The report includes Preferred Pronouns and Preferred Language as export columns.

Where do I update these fields before running the report?
Open the participant profile, select Edit Profile & Settings, then update the fields from the General tab.

Will custom fields appear in the report?
Yes. Participant custom fields configured for your account can appear as report columns and filters.

Participant Details Report