This feature is available in Partner connect and Client connect module and is accessible only to User Administrators.
User administrators have the ability to download detailed reports to segment further on Users, Roles and Partners. This enables them to download a large CSV file of all the users, their roles and all the partners/clients in order to do additional analysis.
- To get started navigate to System Admin in the left toolbar and click on User.
- Click on the Export data dropdown box and select the Download Detailed Report.
3. Click on Download Report which will download a CSV file making it a convenient way to access data and do further analysis.
Note: Detailed reports can be generated and downloaded in CSV format for Role as well as Client/Partner in a similar manner.