Create Group Specific Reports

Create Group Specific Reports

Creating Reports Specific to Groups

1. From the Manage drop-down menu, select Reports.
2. From the Reports page, choose the desired tab:  Reports, Overview, or Licenses. (Most reports will be run from the Reports tab).
3. From the Choose License drop-down, select the desired license(s).
4. From the Choose Report drop-down, select the desired report. (Report options range from overview to very specific tasks).
5. From the Select Dates drop-down, select the desired date range.
6. Add any additional filters as needed:
   1. User Role
      1. All Accounts
      2. Users Only
      3. Staff / Administrators Only
   2. Grade
   3. Groups
      1. All Groups
      2. Any number of specific groups that you own or shared groups you have added for reporting purposes.
      3. You can Add a Shared Group to a Report.
   4. First Name
   5. Last Name
   6. User Name
7. Once you have set your desired filters, click Run Report.
   
8. Your report will display at the bottom of the page.
9. Click the dotted cube drop-down to select the filters visible on the report chart.
10. Click Export to export the report data to an Excel file.