Export People Reports

Exporting people reports requires the permission to manage reports. For more details, see Roles.

Export reports of all people data including their credentials and access assignments. Use these reports to keep a physical record of the people in your system or assess and reduce the number of credentials issued to people by removing inactive credentials.

Above the People list, select Export.
To export the people report using filters, enter the criteria. Filter options:
- Primary filters
  - Source - (visible only when there are users from a connected external system) If connected to another system to share data, this filter shows people based on how they are currently managed in the system. Filtering options: Locally managed (in the system on site) or Remotely managed (through a connected system). indicates a locally managed person and indicates a remotely managed person.
  - Person Status - This filter shows people based on their status. Filtering options: Active only, Inactive only, or Show all people.
  - Login - This filter shows people based on their roles. Filtering options: Able to log in (assigned a role), No login access (not assigned a role), or Login access invitation sent (login pending). For more information, refer to assign a role.
  - Email - Choose Has email to show people with a saved email address. To show people who do not have a saved email address, choose No email.
  - Person ID - Choose Has Person ID to show people who have a person ID. To show people who do not have a person ID, choose No Person ID.
- Access assignment filters
  - People Groups - This filter shows people belonging to certain people groups to easily see what they can access.
  - Spaces - This filter shows people based on their assigned spaces. The filter includes both people who have access to the space through individual space assignment and through their group access control assignment.
    If filtering spaces, people shown for their group access control assignment will be included in the report only for Excel (.XLSX), or .CSV files. They are not included in .PDF files.
- Custom Fields - If custom fields were defined, this filter shows people based on the customized text fields in the system.
Select Generate Report. Report status shows pending until the report is generated and available for download. Select to update the status.
Select to download the report and choose the format — .PDF, Excel (.XLSX), or .CSV file.
If custom fields were defined to enter additional information, they will be included in the report only for Excel (.XLSX), or .CSV files. They are not included in .PDF files.

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