Understanding the Person Details Report

    

The Person Details List report pulls all personal and contact information into a single, comprehensive directory. Organising your workforce data into this exportable format is perfect for HR audits, mail merges, or maintaining an offline master contact list for your records.

This guide covers:

  • Filtering your people by Company, Asset Role, or status.
  • Leaving filters blank to generate a report for your entire database.
  • Running the report to produce a detailed contact list.
  • Exporting the data for external use or internal record-keeping.

Your HR records and contact lists are now accurate and easy to manage.

💡 Power User Insight: Use the Person Details List to perform a quick data-integrity audit. By exporting the full list, you can easily spot missing phone numbers, incorrect email formats, or inconsistent Asset Role assignments across your entire team in one spreadsheet view.