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Export a List of Users

Print and save a User List as a PDF or XLSX file within the Admin section.

Two Line OfieNOTE: The Admin section is only accessible by administrators; only User Administrators can perform the functions detailed on this support page.

How do I export a list of Users?

    There are two ways to export a List of Users—as an XLSX file or as a PDF. 

    • Export a User List as XLSX to get a downloadable, workable file that can be opened in Excel or Numbers.
    • Export a User List as a PDF to save the file on your device and/or print the User List.

    Export as XLSX

    To export a List of Users as an Excel spreadsheet:

    • Navigate to Admin > User Management  > Users.
    • Filter the list of Users as necessary.
    • Select the Actions button in the top right corner of the page.
    • Hover over Export in the Actions dropdown menu.
    • Select Save as XLSX
    • In the resulting Save window, set your preferences for:
      • Include All Columns: Click the Include All Columns button to include the default system columns in your XLSX file.
      • Include Current Columns: Click the Include Current Columns buttons to include only the columns shown on the List that are part of the default system columns on your XLSX file. 
    • Select Print.

    Print/Save as a PDF

    To export a List of Users as a PDF:

    • Navigate to Admin > User Management  > Users.
    • Filter the list of Users as necessary.
    • Select the Actions button in the top right corner of the page.
    • Hover over Export in the Actions dropdown menu.
    • Select Print/Save as PDF. 
    • In the resulting Print window, set your preferences for:
      • Page Size: In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).
      • Scale: In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.
      • Layout: Decide whether the PDF should be in “Portrait” or “Landscape” layout.
      • Include the following columns: Check or uncheck the boxes next to the column headers to include or exclude them within the PDF.
    • Select Print.