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Profile Association Reports - Enterprise
Profile Association Reports - Enterprise
Updated over 2 months ago

About this Feature: This report will allow you to view information on profiles in all organizations in the enterprise, filtered by status and/or security role or export to Excel for additional filtering or manipulation.

Running Customizable Raw Data Profile Association Reports

  1. Go to: Reports, then click on “Profile Association Raw Data”, found in the sidebar under General Reports

  2. Click on the [Report on a Specific Group] button at the top left of the page to select the desired profiles or you will run a report on everyone.

    • Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search

  3. In the “Organization” list of the “Report Settings” section, select the desired organizations to include in the search. If you have created Regions, your organizations will be displayed within their respective region

  4. Select the desired status(es) to include in your export

  5. Select the Sort order from the dropdown list

  6. Select the desired Export File Format

  7. Select which columns to include in your export

Click the [View Organization Members] button to see it on the screen, or the [Export Organization Members] button to export the file

Note: There will be one row per profile per organization. Organization membership can be included.

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