Filter and export readers

The filter and export features on the Document360 Readers page let you narrow the reader list to a specific subset of accounts and download the results as a CSV file. Use filters to find readers by login activity, account type, or status — then export the filtered list for auditing, reporting, or offline review.

When to filter and export readers

• You want to identify readers who have never logged in so you can follow up or clean up unused accounts.
• You need to audit active readers for a specific SSO configuration.
• You are preparing a report of all inactive readers for a periodic access review.
• You want to export reader data for use in an external system or spreadsheet.

Before you begin

• You must have the Admin or Owner portal role, or a custom role with Manage user permission.

How to filter readers

1. Navigate to Settings (
   ) > Users and security in the left navigation bar of the knowledge base portal.
2. In the left navigation pane, navigate to Readers & groups > Readers.
3. Click the Filter button at the top right.
4. Use the following parameters to refine your search, then click Apply:

NOTE
Selecting SSO Users filter displays a list of available SSO configurations.

How to export readers

1. Apply any filters you want reflected in the export (optional — exporting without filters downloads the full reader list).
2. Click Export CSV to download the filtered list of readers as a CSV file to your device's local storage.

Limitations

Best practices

• Apply filters before exporting to keep the CSV focused. A full export of a large reader list can be difficult to work with in a spreadsheet.
• Use the Never logged readers filter to identify stale accounts that have never been used — these are good candidates for deactivation or deletion.
• Run a periodic export (monthly or quarterly) to maintain an offline record of who has access to your knowledge base.
• Use the Status: Inactive filter to verify all deactivated readers before performing bulk deletions.

FAQ