I would like to create an exportable report. Tell me how it works!

Create a Custom Report and Export to CSV

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Written by Peter Akeley
Updated over a week ago

As a Security Manager it is important to be able to identify a group of employees based on certain criteria and export this information in a view that is user friendly. ThreatSwitch allows for you to export information to a CSV for personal use or to provide to executives and/or employees. Outlined below, we show you how to build a report and export the information to a CSV. 

  1. First proceed to the item you would like to report on. In this example we want to identify People who have a specific Cage Code and Eligibility. We can identify specific users by using our filtering tool (learn more here: Filters: How do they Work? )

2. Once you have the identified the population, select "Create Report" which is highlighted in yellow below. 

After selecting "Create Report", the CSV file will be generated and saved to your Computer in folder: Downloads. This report will provide you a more detailed view of the population you wish to view. You can now use this information to stay organized, reach out to employees, provide to Management or keep on file. 

Other areas in ThreatSwitch you can create export a report are: 

  • People

  • Reportable Information 

  • Training Status

  • Visit Requests

  • Asset Control

  • Badges

  • Contracts 

  • Facilities 

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