--- title: "EH Users report template" slug: "eh-users-report-template" updated: 2026-10-15T00:32:49Z published: 2026-10-15T00:32:49Z canonical: "help.servicetitan.com/eh-users-report-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # EH Users report template ## Overview The EH Users report template provides a comprehensive, centralized view of assigned roles and tenants for users across your tenants and networks. Example EH Users reports: - Audit of active users across all tenants - Verify users are assigned to the correct roles --- ### #### Who uses this feature - Administrators - Applies to all business types #### Feature configuration - This report is only available in Enterprise Hub Rollup Reporting. - *View* or *View and Edit* permissions for the EH User Roles report template are required to use this report. Please contact the account administrator on your team. ## Things to know - Each row on the report represents one user. - Some of the columns include additional information about the results. Click **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D)to [drill down](/construction/docs/run-filter-and-export-reports#drill-down-in-reports) into the column data. - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/construction/docs/learn-about-report-data-fields-in-the-reporting-dictionary-2) to search for appropriate data fields. - You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template. ## Create an EH Users report Follow the steps to [create a custom report](/construction/docs/create-custom-reports) based on the EH Users template and select the columns to include in your report. The template has the following columns selected by default: - **User ID:** The unique identifying number of the user. - **User:** The username of the user. - **Assigned Roles:** The number of roles assigned to the user. - **Assigned Tenants:** The number of tenants the user is assigned to. - **Name:** The name of the user. - **Status:** The user’s current status. Options include: *Deactivated, Active, Invite sent, Errors occurred,* and *Creation in progress*. You can customize the report by selecting additional columns: - **Email:** The user’s email address. - **User Creation Date:** The date the user was created. - **Last Update Date:** The date the user was last updated. - **Last Login Date:** The date of the last time the user logged into their account. - **Office Number:** The office phone number. - **List of Network Permissions:** A comma-separated list of the network-level permissions enabled for the user. - **List of Tenant Permissions:** A comma-separated list of the tenant-level permissions enabled for the user. ## Run a report 1. Select the **Networks** and **Tenants** you want included in the report in the *Network / Tenant* filter. All are selected by default. ![Dropdown menu showing one network with five tenants available for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/eh-users-report-template-image-ylx0lgeg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D) 2. Select the **User Statuses** you want to filter the report by. You can select **Deactivated, Active, Invite sent, Errors occurred,** and **Creation in progress**. **Active** is selected by default. ![Dropdown menu showing user statuses with 'Active' selected and other options listed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/eh-users-report-template-image-767rk8pi.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D) 3. When finished, click **Run Report**. ![User report interface showing filters, last run time, and run report button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/eh-users-report-template-image-9ppqcd8i.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D) When the report loads, the columns you selected are shown. If you need to add additional columns, click **Edit Columns**. ![User report interface showing filters, network details, and export options for data analysis.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/eh-users-report-template-image-m8qr148t.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D) The following columns allow you to drill down to get additional details: - *Assigned Roles* - *Assigned Tenants* To drill down into the columns: 1. Click an underlined entry you want to drill into. ![User ID 5077 assigned roles and tenants, with highlighted navigation arrow for details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/eh-users-report-template-image-ucprypjo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D) 2. In the highlighted entry, click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D)**.** A table opens in the report showing details for that entry.![User roles assigned to Corey, including Admin role and enabled tenants information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/eh-users-report-template-image-royloxsh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A37Z&se=2026-10-31T02%3A46%3A37Z&sr=c&sp=r&sig=7w7eXm91hW1UQdREj1af5%2BU4ojdjfWDrAORtirCvSdc%3D) > [!NOTE] > **Tip:** For further customization, you can also [arrange report columns and apply filters](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report). ## Want to learn more? - See [Run, filter, and export Rollup reports](/construction/docs/run-filter-and-export-rollup-reports) - See [Schedule Rollup reports](/construction/docs/schedule-rollup-reports)