Exporting a role's assigned user report

Depending on the needs of your organization, you may need to periodically generate reports showing all users in your account or the users assigned to a particular user role.

In User Management, you can export a list of users and create a report.

To export a report showing all users in your account:

  1. Log in to the Secure Endpoint Console as a user with View permissions for Users and Roles.
  2. Go to the Users area.
  3. On the quick action toolbar, click (Export) to open the Export Users dialog.

  4. Click the Format field and select one of the following options:

    Option Description
    CSV (.csv) with column names Exports the report (including column headers) in Comma Separated Values (.csv) file format
    CSV (.csv) without column names Exports the report (excluding column headers) in Comma Separated Values (.csv) file format
    Excel (.xlsx)

    Exports the report (including column headers) in Microsoft Excel Open XML Spreadsheet (.xlsx) file format

    If you select the Excel option when the report contains more than 1 million rows, the system automatically exports the file in CSV file format. Reports of this size are not supported in Excel.
    XML (.xml) Exports the report in Extensible Markup Language (.xml) file format

  5. By default, all dates and times in the report are presented in the time zone set in your web browser. To present them in another time zone, click the Exported time zone field and do one of the following:

    • To apply a new time zone to this report export only, search for a city in the desired time zone and select it.
    • To apply a new time zone to this report export, and set it as the default value to show in the Time Zone field for all future scheduled and exported reports:
      1. Search for a city in the desired time zone.
      2. Hover over the city name and click Set default. The time zone under the field is updated to your selection.

      This setting is user specific; it does not update the Exported time zone field for other users.

    To set it back to the time zone set in your web browser, select Use my time zone.

  6. Click Export. The export process starts. The exported report is saved with the following file name:

    Users_yyyy-mm-dd-hh-mm(<time zone>).<file extension>

  7. Open and review the downloaded report, which contains the same columns displayed on the Users page.

    If you set the Status filter to Suspended or Temporarily suspended, the filter is not applied to the exported report.

To export a report of the users assigned to a role:

  1. Log in to the Secure Endpoint Console as a user with View permissions for Users and Roles.
  2. On the navigation bar, click Settings > User management > Roles.
  3. From the sidebar, click the role you want to export; for example, Administrator.
  4. Click (Export user list) to open the Export Users dialog.

  5. Click the Format field and select one of the following options:

    Option Description
    CSV (.csv) with column names Exports the report (including column headers) in Comma Separated Values (.csv) file format
    CSV (.csv) without column names Exports the report (excluding column headers) in Comma Separated Values (.csv) file format
    Excel (.xlsx)

    Exports the report (including column headers) in Microsoft Excel Open XML Spreadsheet (.xlsx) file format

    If you select the Excel option when the report contains more than 1 million rows, the system automatically exports the file in CSV file format. Reports of this size are not supported in Excel.
    XML (.xml) Exports the report in Extensible Markup Language (.xml) file format

  6. By default, all dates and times in the report are presented in the time zone set in your web browser. To present them in another time zone, click the Exported time zone field and do one of the following:

    • To apply a new time zone to this report export only, search for a city in the desired time zone and select it.
    • To apply a new time zone to this report export, and set it as the default value to show in the Time Zone field for all future scheduled and exported reports:
      1. Search for a city in the desired time zone.
      2. Hover over the city name and click Set default. The time zone under the field is updated to your selection.

      This setting is user specific; it does not update the Exported time zone field for other users.

    To set it back to the time zone set in your web browser, select Use my time zone.

  7. Click Export. The export process starts. The exported report is saved with the following file name:

    Users_yyyy-mm-dd-hh-mm(<time zone>).<file extension>

  8. Open and review the downloaded report.

The following information about each user is included in the exported report:

  • Last Name
  • First Name
  • Email (Username)
  • Status: Active, Suspended, or Temporarily Suspended
  • Last login
  • Role
  • Assigned groups
  • Last modified: date and time the user account was last updated