Term Information report

Use the Term Information report to view details about users with a term.

  1. On the main navigation menu, select Site settings.

  2. Select Reports from the list of options.

  3. Select Term information.

  4. To filter the list, select Filters and one or more of the following options:

    • Grouped workrooms

    • Ungrouped workrooms

    • Term number

    • Officer role

    • Custom fields

    • Term start date

    • Term end date

  5. Select Apply to apply the filters.

  6. To download a report as an Adobe PDF file, select Download > Download as PDF.

  7. To download a report as a Microsoft Excel file, select Download > Download as Excel.

  8. Select Download in the window that appears.