User Permissions Report

The User Permissions report shows all users assigned specific roles and the permissions assigned to each.

Generate the report

  1. In the navigation pane, click Reports, then expand User Reports.
  2. Click User Permissions.
  3. Select the users you want to include in the report, and then click OK. If needed, you can filter the user list by selecting a role in the Roles field.
    • All options available for this report are displayed on the left. The number of currently selected users is displayed after the Users option, which you can click anytime to change your user selection.

      Note: If you change your user selection after clicking View Report, click View Report again to refresh.

  4. Click View Report.
  5. In the Layout menu, select Permission View or User View.
    • Select Permission View to display data by the permissions and roles currently assigned to users.

    • Select User View to display data by the users with assigned permissions or roles.

  6. In the Data pane, click to expand the headings (groupings) to view all report data.
  7. (Optional) In the Data pane, click , and then click Show/Hide Columns to select or clear column check boxes that you want to include in the Data pane. The following list includes the names of the available columns.

    Note: If you created custom attributes, the data associated with those attributes appears in the report as column names with the format User [custom attribute name] or Owner [custom attribute name]. For example, if you added a custom attribute named Hire Date, the corresponding column available in this report will be named User Hire Date or Owner Hire Date.

    Associated Department UserUser Job TitleUser Preferred Language
    Associated Site User DepartmentUser Last Name User Site
    Associated UserUser Email Address User Number One AttributeUser Unique Employee ID
    PermissionUser First NameUser Number One Attribute 
  8. Customize the Data pane to show only the data you need in the way you want it represented, see Working with the Report Data Pane for detailed instructions.
  9. (Optional) After setting up the Data pane, you can create a custom layout and save it for future use, see Working with Custom Layouts, for detailed instructions.
  10. To save the current selections of the report, click , type a name and description, and then click OK.

    Note: To access a saved report, click Reports, and then expand My Saved Reports.

    • (Optional) To make the report available to others, click Move to System Saved Reports. When the report saves, others can view the report in the Reports > System Saved Reports category.

  11. To print the current report results, see Printing Report Results for detailed instructions.

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