Team Reports
You can create the following team reports:
Team Leadership Report
The Team Leadership report provides a list of team leaders and their permissions on the specified team.
The following Generate Report As option is available:
- CSV Report (MS Excel)
In Filter Options, you just have the option to provide a team name.
In the Field Settings section, the following standard report fields are available:
- Team Leader Name: The name of the team leader.
- Team Name: The name of the team.
- The status (enabled or disabled) of the all the team permissions (SN, VR, CN, MI, OI, VI, MT, MG, MU, VP, MP, MA, SP, MH, and VW) are listed
Team Membership Report
The Team Membership report provides a list of sub-teams and members of a specified team.
The following Generate Report As option is available:
- CSV Report (MS Excel)
In Filter Options, you just have the option to provide a team name.
In the Field Settings section, the following standard report fields are available:
- Team Name: The name of the team.
- Parent Team: The name of the parent team.
- Member Name: The name of the team member.
- Member Type: The type of member (user or group)
- Data Source: The source of the data (created in the UI or imported).
Team Summary Report
The Team Summary report shows a summary of all the teams for your organization and their hierarchy.
The following Generate Report As options are available:
- Preview Report: This interactive preview report displays Team information for the Global team and the first two levels of sub-teams beneath the Global team. To see a report listing all teams generate a PDF or CSV report.
- PDF Report
- CSV Report (MS Excel)
This report does not have any Filter Options or Field Settings.
The Team Summary report contains the following fields:
- Name: The name of the Team.
- Description: The Team’s description.
- Source: The column displays whether the Team was imported or manually created.
- User Members: Number of users that are members of the Team.