Selecting Users for Reports

Some reports let you select from a list of all users and others let you select from a list of users with a specific role (owners, writers, reviewers, or approvers). And several reports let you select from a list of assignee groups.

Select users for a report

  1. In a report, if you have access to multiple sites, do one of the following:
    • Leave the default site selection to select users from the current site.
    • Under Site, click , select a different site, and then click OK.

    • Under Site, click , select Allow multiple selections, select two or more sites, and then click OK.
  2. (Optional) Only active users are displayed by default. To include archived users in a report, select Show Archived Users to display their user names in red font.

  3. (Optional) In the Roles menu, select a specific role.

  4. Do any of the following:
    • Select one or more users, groups, departments, or job titles.
    • Click Add All From Selected Site(s).
    • Click Add All From All Sites.

    Important: As you use any of the user selection methods, the total number of currently selected individual users displays, as shown below.

    Click the user count to view a list of the selected users.

    (Optional) While viewing currently selected users, do either of the following:

    • Use Search to find a specific user in a large list.
    • Click Export to Excel and follow the prompts to export an Excel file containing the names and other identifying information of all selected users.
  5. Click OK.