System Admins can download a seat type report (user type report in the legacy model) at any time from the Admin Center to help understand and manage the plan users.
USM Content
Generate a seat type report
The seat type report is a downloadable CSV file available to Smartsheet System Admins that provides a comprehensive overview of all active users associated with your plan who have signed in to Smartsheet at least once. This report is useful for effective user management and access oversight.
The report lists all users associated with your plan, including those without a designated seat type, and excludes any users who have been deactivated or removed from the plan. In contrast, the Seat types and true-up page shows only users with an active seat type.
The report includes the following details by user:
- Email, user name, and user domain: Identifies the user's name, email address, and categorizes them as internal or external based on domain association
- Seat type: Indicates roles such as Contributor, Guest, Provisional Member, or Member
- Admin access types: Specifies if the user holds any of the following Admin roles:
- System Admin
- Group Admin
- Plan Asset Admin
- Permissions and activity: Details the user's access levels and recent activity within Smartsheet.
See Seat type report details for more information on the columns included in the report.
When you downgrade a user or upgrade someone to a Member, the changes immediately appear on the Seat types and true-up page. However, the seat type report updates after 24 hours.
Download the seat type report
To access and download the report:
On the Admin Center homepage, select the Menu
icon in the top left and navigate to Users and Groups > Seat Types and True-up.The Seat types and true-up page displays.
Select Reports > Download seat type report.
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- Choose a name for the file and save it on your local machine.
Here's another way to download the report:
On the Admin Center homepage, locate the Users tile and select Download seat type report.
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Generating the report for plans with a large number of users may take longer.
LCM Content
Generate a user type report
The user type report is a downloadable CSV file available to Smartsheet System Admins. It provides a comprehensive overview of all active users associated with your plan who have signed in to Smartsheet at least once. This report is useful for effective user management and license oversight.
The report includes the following details by user:
- Email and domain: Identifies the user's email address and categorizes them as internal or external based on domain association.
- User type: Indicates whether the user is a Licensed User, Free User, or Guest.
- Admin access types: Specifies if the user holds any of the following admin roles:
- System Admin
- Group Admin
- Plan Asset Admin
- Permissions and activity: Details the user's access levels and recent activity within Smartsheet.
See User type report details for more information on the columns included in the report.
The report exclusively lists active users; deactivated or removed users are omitted.
Download the user type report
To access and download the report:
On the Admin Center homepage, go to the left Menu and navigate to Users and Groups > User Roles and Reports.
The User Management page displays.
Select More Actions > User Type.
You'll be prompted to download the report.
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- Choose a name for the file and save it on your local machine.
Here's another way to download the report:
On the Admin Center homepage, locate the Users tile and select Download user type report.
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Generating the report for plans with a large number of users can take a little time.