---
title: "Filter and export readers"
slug: "filter-and-export-readers"
description: "Filter and export reader data in Document360 to audit accounts, track activity, and manage access efficiently with CSV downloads."
updated: 2026-06-16T10:46:37Z
published: 2026-06-16T10:46:37Z
canonical: "docs.document360.com/filter-and-export-readers"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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**:

| Filter | Options |
| --- | --- |
| **Login status** | Logged readers, Never logged readers |
| **Last Login data** | 7 days, 30 days, 3 months, 1 year, Custom date |
| **Account type** | SSO user, Document360 user |
| **Status** | All, Active, Inactive |

> [!NOTE]
> **NOTE**  
> Selecting SSO Users filter displays a list of available SSO configurations.

![Filter dropdown panel on the Readers page showing login status, last login date, account type, and status options.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Filter%20readers.png)

---

## 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.

![Readers page with the Export CSV button highlighted at the top right.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Export%20readers.png)

---

## Limitations

| Limit | Detail |
| --- | --- |
| Export scope | The CSV export reflects the currently filtered view. Without filters, the full reader list is exported. |
| File format | Export is CSV only. |

---

## 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

  

**Does the CSV export include deactivated readers?**

    
    
      

By default, the export includes all readers. Apply the **Status: Inactive** filter before exporting if you want only deactivated readers.

    
  
  

  

**Will applying filters affect bulk actions like delete or deactivate?**

    
    
      

No. Filters narrow the visible list but bulk actions (delete, deactivate) apply only to the readers you explicitly select with checkboxes, not to all filtered results automatically.