Group Reports

You can create the following types of group reports:

Broadcast Groups Membership Summary Report

The Broadcast Groups Membership Summary report provides a summary of a membership of selected or all broadcast groups, including broadcast group, name and type information.

The following Generate Report As options are available:

  • Interactive Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Group Filter Option: This filter displays the criteria editor to limit the list of groups to those who meet the selected criteria. To include all groups, leave the field blank. For information on how to use the criteria editor, see Using the Criteria Editor.

In the Field Settings section, the following standard report fields are available:

  • Broadcast Group: The name of the broadcast group.
  • Name: The name of the group.
  • Type: The type of the membership.

Broadcast Group Summary Report

The Broadcast Group Summary report provides a summary of all broadcast groups, including group description, team, and quick launch ID information.

The following Generate Report As options are available:

  • Interactive Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Group Filter Option: This filter displays the criteria editor to limit the list of groups to those who meet the selected criteria. To include all groups, leave the field blank. For information on how to use the criteria editor, see Using the Criteria Editor.

In the Field Settings section, the following standard report fields are available:

  • Name: The name of the group.
  • Description: The group’s description field.
  • Team: The team context the group belongs to.
  • Quick Launch ID: The group’s quick launch ID number.
  • Status: Whether the group is enabled or disabled.

Smart Group Summary Report

The Smart Group Summary report provides a summary of all smart groups, including group description, team, criteria, and quick launch ID information.

The following Generate Report As options are available:

  • Interactive Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Group Filter Option: This filter displays the criteria editor to limit the list of groups to those who meet the selected criteria. To include all groups, leave the field blank. For information on how to use the criteria editor, see Using the Criteria Editor.

In the Field Settings section, the following standard report fields are available:

  • Name: The name of the group.
  • Description: The group’s description field.
  • Team: The team context the group belongs to.
  • Criteria: The criteria selected.
  • Quick Launch ID: The group’s quick launch ID number.

Escalation Group Membership Summary Report

The Escalation Group Membership Summary report provides a summary of membership of selected or all escalation groups, including user name, type and delay information.

The following Generate Report As options are available:

  • Interactive Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Group Filter Option: This filter displays the criteria editor to limit the list of groups to those who meet the selected criteria. To include all groups, leave the field blank. For information on how to use the criteria editor, see Using the Criteria Editor.

In the Field Settings section, the following standard report fields are available:

  • Escalation Group: The Escalation group name.
  • Name: The name of the group.
  • Team: The team context the group belongs to.
  • Type: The membership type.

Escalation Group Summary Report

The Escalation Group Summary report provides a summary of all escalation groups, including group description, team, and quick launch ID information.

The following Generate Report As options are available:

  • Interactive Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Group Filter Option: This filter displays the criteria editor to limit the list of groups to those who meet the selected criteria. To include all groups, leave the field blank. For information on how to use the criteria editor, see Using the Criteria Editor.

In the Field Settings section, the following standard report fields are available:

  • Name: The name of the group.
  • Description: The group’s description field.
  • Team: The team context the group belongs to.
  • Quick Launch ID: The group’s quick launch ID number.
  • Status: Whether the group is enabled or disabled.