All Identities Summary report¶

How to view or generate this report

Go to Reports > Identities > All Identities Summary.

The All Identities Summary report is the organization-wide roster of every identity Permission Assist knows about. The Excel version captures the full set of directory and classification fields — first/last name, username, title, supervisor, email, directory identifiers, status, type, lifecycle dates, and any custom fields your organization has configured. The PDF version is a printable summary intended for sign-off and archive.

When to use this report¶

Organization-wide inventory. Use this report as the single roster for any project that needs to enumerate every identity — license reconciliation, communications planning, mass updates.
Filtered subsets for audit. Combine the Status and Type filters to scope the roster — for example, every active Service account, or every removed Employee in the last quarter.
Custom-field reporting. When your organization has configured custom identity fields, this report includes them automatically as additional columns.
Group view. Use Show Grouped to fold secondary identity records under their primary identity — useful when one person has multiple identity records across directory sources.

Output formats¶

Format	Notes
Excel	A single sheet with one row per identity, including the full column set and any configured custom fields.
PDF	A printable summary with the core columns.

Filters¶

Option	Effect
Search Term	Narrows the roster to identities whose visible columns (name, username, email, title, supervisor, source, or any visible custom field) contain the term. The Visible Columns option controls which columns the search applies to.
Show Active	Includes identities with Active status.
Show Disabled	Includes identities with Inactive (disabled) status.
Show Removed	Includes identities that have been removed from the directory source but retained in Permission Assist for audit.
Show Grouped	Folds secondary identity records under their primary identity, adding the Also Known As column.
Identity Types	Restricts the roster to selected identity types (Employee, Service Account, Vendor, Shared, Mailbox, Client, Temporary, Administrator, Auditor, AI Agent).

A header at the top of the export shows the active filter values.

Columns¶

The Excel version always produces the following columns. Custom fields appear at the end of the row when configured.

Column	Description
First Name	The identity's first name.
Last Name	The identity's last name.
Username	The identity's username.
Title	The identity's job title.
Supervisor	The supervisor's name reported by the directory source.
Email	The identity's email address.
Directory Id	The unique identifier assigned by the directory source.
User Principal Name	The directory's principal name for the identity (for example, the UPN in Active Directory).
Employee Id	The employee identifier reported by the source, if any.
Status	Active, DISABLED, or REMOVED.
Type	The identity type: Employee, Service Account, Vendor, Shared, Mailbox, Client, Temporary, Administrator, Auditor, or AI Agent.
Created On	The date the identity was created in the source application.
Updated On	The date the identity was last updated in the source application.
First Seen	The date Permission Assist first imported the identity.
Also Known As	Shown only when Show Grouped is selected — the primary identity's display name when the row is a secondary identity, blank when the row is itself a primary.
Custom fields	Any custom identity fields that have been configured and enabled appear as additional columns at the end of the row with their configured display names.