Admin Center: Generate a user type report

System Admins can download a seat type report (User Subscription Model) or user type report (Legacy Collaborator Model) at any time from the Admin Center to help understand and manage the plan users.

Who can use this?

Plans:

  • Business
  • Enterprise

Permissions:

  • System Admin

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

Generate a seat type report

The seat 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 access oversight.

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 Viewer, 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 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 seat type report

To access and download the report:

  1. 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.

  2. Select More Actions > Seat Type.

    You'll be prompted to download the report.

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    Seat type report in the More actions menu on the User Management page in Admin Center.
  3. Choose a name for the file and save it on your local machine.

Here are a couple of alternative ways to download the report:

  • On the Admin Center homepage, locate the Users tile and select Download seat type report.

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    Download user type report button in Admin Center homepage
  • On the Seat types and true-up page in Admin Center, select More actionsDownload seat type report.

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    Generate the seat type report from the Seat Types and true-up page

Generating the report for plans with a large number of users can take a little time.

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:

  1. 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.

  2. Select More Actions > User Type.

    You'll be prompted to download the report.

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    Generate user type report option in User Management page.
  3. 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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    Download the user type report from the Admin Center homepage

Generating the report for plans with a large number of users can take a little time.