Seat type report details

A System Admin can download a seat type report (user type report in the legacy model) at any time from the Admin Center homepage to help understand and manage the plan users. This report shows only active users and doesn't list deactivated or removed users.

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise
  • Advanced Work Management

Permissions:

  • System Admins

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

See Generate a seat type report to learn how to download the report, and Seat types for information about seat types.

The report lists all active users associated with the plan who have signed in to Smartsheet at least once and includes the following details by user:

Identity and contact

Column nameType of informationComments
UserIDNumberUnique identifier for a user. Used in Reactivate, Deactivate, and Remove User API calls.
NameUser nameFirst and last name of the user
EmailEmail address 

Access context

Column nameType of informationComments
User StatusPending or ActiveMember status
User DomainInternal or externalOptions: Internal or external. Domains associated with the plan are considered internal.
Seat TypeOne of the seat types or blank

Indicates the seat type assigned to the user.

Options: Member, Provisional Member, Guest, Contributor, or blank

BillingOne of the four billing statuses

Indicates the user’s billing status.


Options: Paid, Converts [to paid] this [review] cycle,
Converts [to paid] next [review] cycle, or Free

Qualified For True UpY/NEvaluates whether a user qualifies for a true-up.

Roles and group membership

 

Column nameType of informationComments
System AdminY/NDoes this user have System Admin permissions?
Group AdminY/NDoes this user have Group Admin permissions?
Resource ViewerY/NDoes this user have Resource Viewer permissions?
# of GroupsNumberTotal number of groups the user belongs to.
# of RolesNumberTotal number of roles the user has.

Permissions breakdown

After a downgrade, the user’s capabilities are limited by the free seat type (Contributor or Guest). For example, the user can have Editor - Can share permissions, but can only view the item.

Column nameType of informationComments
# of Assets Shared with UserNumberTotal number of assets shared with the user
# of Assets with Viewer permissionsNumberWhat people share with the user
# of Assets with Editor permissionsNumberWhat people share with the user
# of Assets with Commenter permissionsNumberWhat people share with the user
# of Assets with Admin permissionsNumberWhat people share with the user
Highest Permission Given on AssetsOne of five permissions types or blankOptions: [[Blank]], Admin, Editor - Can share, Editor, Commenter, Viewer

Behavioral metrics

Column nameType of informationComments
Sheets Created (Last 365 Days)NumberActivity - Number of sheets created from the start
# of Assets Views (Last 90 days)NumberActivity - Number of asset views
# of Assets Views (Last 180 days)NumberActivity - Number of asset views
# of Assets Views (Last 270 days)NumberActivity - Number of asset views
# of Assets Views (Last 365 days)NumberActivity - Number of asset views
# of Comments (Last 90 days)NumberActivity - Number of comments
# of Comments (Last 180 days)NumberActivity - Number of comments
# of Comments (Last 270 days)NumberActivity - Number of comments
# of Comments (Last 365 days)NumberActivity - Number of comments

# of Attachments (Last 90 days)

NumberActivity - Number of attachments added

# of Attachments (Last 180 days)

NumberActivity - Number of attachments added

# of Attachments (Last 270 days)

NumberActivity - Number of attachments added

# of Attachments (Last 365 days)

NumberActivity - Number of attachments added
# of Edits (Last 90 days)NumberActivity - Number of edits
# of Edits (Last 180 days)NumberActivity - Number of edits
# of Edits (Last 270 days)NumberActivity - Number of edits
# of Edits (Last 365 days)NumberActivity - Number of edits
# of Created Assets (Last 90 days)NumberActivity - Number of assets created
# of Created Assets (Last 180 days)NumberActivity - Number of assets created
# of Created Assets (Last 270 days)NumberActivity - Number of assets created
# of Created Assets (Last 365 days)NumberActivity - Number of assets created

Activity timestamps

Column nameType of informationComments
Last Activity (UTC)TimestampLast activity includes view, comment, edit, and create actions.

A blank value means the user hasn't signed in, hasn't activated their invitation, or hasn't had any qualifying activity. It doesn't mean the data was removed or purged.
Last Paid Activity (UTC)Timestamp

Indicates the date and time of the user’s last paid activity.

 

Returns blank if the user hasn't had any paid activity.

Last Login (UTC)TimestampIndicates the last time a user initiated their Smartsheet session.
Date Added to Org (UTC)TimestampShows the date when you added the user to Smartsheet.

Date Added to Plan

Timestamp

Shows the date the user was added to this plan, whether by a System Admin, through automation, or by receiving a shared Smartsheet item.

Last Activity updates once daily via an automated process that runs at 9 am UTC. The update typically appears in the Seat types and true-up by 11 am UTC. Actions such as upgrading, downgrading, or removing a user still reflect immediately, regardless of this cadence.


Organizational metadata

Column name

Type of information

Comments

Job Title

Text or blank

Indicates the user's job title, from user profile metadata. Returns External for users external to the plan.

Department

Text or blank

Indicates the user's department, from user profile metadata. Returns External for users external to the plan.


Plan lifecycle

Column name

Type of information

Comments

Method of Adding

One of three methods

Indicates how the user was added to the plan.

 

Options: Via Admin direct, Via Asset, or Via Automation (covers User Auto-Provisioning and Directory Integration)

Starting Status

One of the seat types

Indicates the user's seat type at the time of first addition to the plan.

 

Options: Provisional Member, Member, Contributor, or Guest.


Billing reconciliation

Column name

Type of information

Comments

First True-Up Date

Timestamp or blank

Indicates the date of the user's first seat type change since being added to the plan. Returns an empty string if the user's seat type hasn't changed.

Last Seat Change Direction

One of three values

Indicates the user's most recent seat type change.

Options: UPGRADE, DOWNGRADE, or NONE

Last Seat Change Method

One of four methods

Indicates how the user's most recent seat type change occurred.

 

Options: By Admin, By Automation, By DI, or None

Last Seat Change Date

Date or blank

Indicates the date of the user's most recent seat type change. Returns an empty string if the user's seat type hasn't changed.


Creation control

Column name

Type of information

Comments

Creation Control: Creator

Yes/No

Indicates whether the user is currently on the plan's approved creator list. Reflects creator status at the time the report is generated. Returns No for every user on plans where creation control isn't enabled. See Creation control overview for more information.

User type report

See Admin Center: Generate a user type report to learn how to download the report, and Seat types for information about permission-based user types.

The report lists all active users associated with the plan who have signed in to Smartsheet at least once and includes the following details by user:

Email and domain

Column nameType of informationComments
EmailEmail address 
User domainInternal or external

Options: Internal, External

Domains associated with the plan are considered Internal.


User type and Admin access types

Column nameType of informationComments
User typeOne of the five user types or blankOptions: [[Blank]], Contributor, Guest, Unlicensed Admin and editor, Licensed User
System AdminY/NDoes this user have System Admin permissions?
Group AdminY/NDoes this user have Group Admin permissions?
Plan Asset AdminY/NDoes this user have Plan Asset Admin permissions?

Blank indicates a user who doesn't have any asset access.


Permissions

Column nameType of informationComments
Highest permission given on assetsOne of six permissions types or blankOptions: [[Blank]], Owner, Admin, Editor - Can share, Commenter, Editor, Viewer
Number of assets shared with userNumberTotal number of assets shared with the user
Number of assets with Viewer permissionsNumberWhat people share with the user
Number of assets with Editor permissionsNumberWhat people share with the user
Number of assets with Commenter permissionsNumberWhat people share with the user
Number of assets with Admin permissionsNumberWhat people share with the user

Activity

Column nameType of informationComments
Last activityTimestampIncludes mobile and API
Number of asset views (Last 90 days)NumberActivity - Number of asset views
Number of asset views (Last 180 days)NumberActivity - Number of asset views
Number of asset views (Last 270 days)NumberActivity - Number of asset views
Number of asset views (Last 365 days)NumberActivity - Number of asset views
Number of asset comments (Last 90 days)NumberActivity - Number of comments
Number of asset comments (Last 180 days)NumberActivity - Number of comments
Number of asset comments (Last 270 days)NumberActivity - Number of comments
Number of asset comments (Last 365 days)NumberActivity - Number of comments
Number of asset edits (Last 90 days)NumberActivity - Number of edits
Number of asset edits (Last 180 days)NumberActivity - Number of edits
Number of asset edits (Last 270 days)NumberActivity - Number of edits
Number of asset edits (Last 365 days)NumberActivity - Number of edits
Number of created assets (Last 90 days)NumberActivity - Number of assets created
Number of created assets (Last 180 days)NumberActivity - Number of assets created
Number of created assets (Last 270 days)NumberActivity - Number of assets created
Number of created assets (Last 365 days)NumberActivity - Number of assets created

Reports update daily. Changes appear the following day.