User Detail Report (CSV)

Administrators and team leaders with the necessary permissions can download a user detail report for the selected user.

To download a user detail report:

  1. Verify the correct team context. For more information, see Team Security Context.
  2. On the navigation bar, click Users. The Users page appears.
  3. In the user list, select the user whose details you want to download.

NOTE

User Detail reports can also be downloaded from the User Detail page by clicking Download at the top of the User Account section.

  1. On the Users page, click Download > Detail Report from the drop-down list.

  1. In the File dialog box that appears, choose to open or save the file. By default, this file is called [user name].csv. Follow the dialog box instructions to save or open the file.

The user detail report contains the following information for the selected user:

  • Name
  • Description
  • System access information:
  • User names
  • Hotline assignment
  • Primary email address
  • External key
  • Status (enabled or disabled)
  • Personal information:
  • Time zone
  • Preferred voice/language (locale settings)
  • Weekend days
  • Business hours
  • Data management information:
  • Source (imported or manually created)
  • Role (Administrator or User)
  • Permissions
  • For all devices (standard or custom):
  • Device name
  • Device type
  • Device status (enabled or disabled)
  • Device address (such as phone number or email address)
  • For each personal escalation:
  • Escalation name
  • Custom escalation (yes or no)
  • Escalation description
  • Escalation steps