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How to Create User Reports

Learn how to build a customized report containing your system's user data.

Michael Maxsenti avatar
Written by Michael Maxsenti
Updated over a week ago

With Genea, you can easily compile a report comprised of your system's user data at any time. You can also customize your reports to ensure they only include the data you specifically need. To export your user data, follow the steps below.

1) Navigate to the 'Users' tab in your Genea admin dashboard. 

2) Apply all necessary filters to the data. Genea reporting mirrors whatever filters you apply to your data. For example, if you're looking to pull a report that only includes deleted users within your system, you will want to apply the ['Status' > Deleted] filter to your data in order to pull a report that reflects only this information.

3) Press the 'Export' button. 

4) A box will appear on your screen that outlines how many filters have been applied to your data. Press 'Export' to compile the report. It will be automatically generated and downloaded onto you computer as a CSV file. 

Learn more about creating custom reports here.

If you have any questions regarding user reports, reach out to Genea Support at any time at acsupport@getgenea.com.

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