Print and Export Everyday User Information

You can print a variety of information for selected everyday users and you can also export a list of selected everyday users (name and email address) to an Excel spreadsheet.

To print or export everyday user information:

1. On the EMS menu bar, click Configuration > Everyday User Applications > Everyday Users. The Everyday Users dialog opens. In the upper left, the number of everyday users in use for EMS Web App displays.

2. Enter any combination of the following search criteria:
   • In Group Type, leave the group type set to the default value of (all), or select a specific group type.
   • In Search by, select User Name or Email Address.
   • In Status, select the user status by which to search.
   • In Process Template, leave the default value of (all), or select a specific web process template.
3. To further filter the displayed search results do one or both of the following:
   • To filter the search results based on either the User Name or Email Address, in the Filter field, enter a search string.
   • To filter the search results based on city, in the City field, enter a search string.
4. Click Display. The everyday users who meet your search criteria display in the lower pane of the everyday users window.
5. Continue to one of the following:
   • Print everyday user information
   • Export a list of everyday users to an Excel spreadsheet

Print Everyday User Information 

1. On the everyday users window, click Print. A list with a variety of options for printing information for the everyday users that are currently displayed in the everyday users window opens.

2. Select the information that you want to print for the displayed everyday users.

   Option	Description
   List	Opens an onscreen preview of a list of all the everyday users (user name, email address, status, security template, process template, and last login) who are currently displayed in the everyday users window. The list is sorted alphabetically by everyday user name.
   Delegates	Opens an onscreen preview of a list of all the delegates (delegate name, delegate email address, delegate status, everyday user, everyday user email address, and everyday user status) for all the active everyday users who are currently configured in your EMS database. The list is sorted alphabetically by web delegate name and then by everyday user name for everyday users that have multiple delegates.
   Delegates by everyday user	Opens an onscreen preview of a list of all the delegates (user name, everyday user email address, everyday user status, delegate name, delegate email address, and delegate status) for all the active everyday users who are currently configured in your EMS database. The list is sorted alphabetically by everyday user name and if a everyday user has multiple delegates, the delegate is then sorted alphabetically by delegate name.
   A variety of options is available from an onscreen preview, including the options to print a hard copy of the information, to export the information to a .pdf, and to email the printed information.

Export a List of Everyday Users to an Excel Spreadsheet 

To export a list of everyday users to an Excel spreadsheet, click Export on the everyday users window. 

A Save As dialog opens for naming the file and selecting the location in which to save the file. The file contains the name and address for each everyday user that is currently displayed in the everyday users window.

By default, the file is named everyday user List.xls, and the file location is your Document Library, but you can change the name if needed, and you can also select a different location in which to save the file. After you name and save the file, you have the option of previewing the exported file.

To preview the file, Microsoft Excel must be installed on your EMS client.