The Team Member Details Report exports team member account details into an Excel workbook so teams can review names, roles, contact information, status, and account-specific custom fields in one place.

⚙️ How It Works

Go to Reporting and open User Reports.
Choose Team Member Details.
Use the available filters to narrow the results. Depending on your account, you may see filters such as Team Members, 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 team member. The report is generated as an Excel workbook and sent to the signed-in user who created it.

✅ Benefits

Review staff account details quickly with names, roles, contact information, and status in one export.
Support team audits by exporting a clean roster of team members for operational review.
Include account-specific data through team-member custom fields that are added as default columns.
Filter the right group of staff by individual user, status, group membership, or custom field values.

🧰 Options

Team Members lets you limit the export to one or more specific team members. The picker can include inactive users.
Status lets you filter by Active or Inactive. If you leave it blank, the report can include team members across all statuses.
Groups lets you limit the export to team members 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 Team Member Details Report includes these default columns:

Name
Role
Email
Phone
Status

About Me is an available column, but it is not included by default.

If your account uses team-member 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 when you want a focused view of active or inactive team members.
Combine Groups and custom field filters when preparing targeted team exports.
Review Role and Status together when auditing staffing setup across your account.
Use a custom Report Name to distinguish department-specific or workflow-specific exports.

❓ FAQs

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

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

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

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

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

Is About Me included by default?
No. The About Me column is available for the report, but it is not included by default.

Team Member Details Report