> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/reports/generate-team-member-data-report.md).

# Team Member Data

**Audience:** Super Admin, Admin, Supervisor\
**Page type:** Task guide\
**Owner:** Product / Training / Support\
**Status:** Verified\
**Last verified:** 2026-04-06

## Purpose

Generate a **Team member data** report and download it in **XLSX** or **CSV** format.

## Before you start

* You must have permission to generate team member data reports.
* You must be on the **Reports** page.

## Role differences

* **Super Admin, Admin, Supervisor:** Can generate and download this report.
* **Clinician/Basic:** Do not use this export flow.

## Steps

1. In **Report**, select **Team member data**.
2. In **Statuses**, select one or more statuses.
3. In **Team members**, select specific team members, or leave the field blank to use **All** matching team members.
4. In **Data fields**, select specific columns, or leave the field blank to use **All** available fields.
5. Select **Apply**.
6. In the generated report card under **Reports**, open the download menu.
7. Select **Download report in XLSX** or **Download report in CSV**.

## Notes

* **Team members** and **Data fields** depend on the selected **Statuses**.
* Available statuses can include active and inactive team-member states.
* Leaving optional report fields blank uses the full matching set.

## What happens next

After you download the report, Compassly saves the team member data file to your device and keeps the generated report card on the page.

## Related guides

* [Generate a Client Data Report](/compassly-docs/core-modules/reports/generate-client-data-report.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://compassly.gitbook.io/compassly-docs/core-modules/reports/generate-team-member-data-report.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.