Group reports

You can download a summary spreadsheet of all individuals who are members of a group you created or administrate.

  1. As a group admin or group creator, go to the community.

  2. Select Groups and My Groups. Then locate the group whose information you want to export and choose Manage Members.

    Alternatively, from the group's page, select Manage Members.

  3. Select Download Member Summary. The file is saved to your local computer based on your browser and device settings. The file will be a spreadsheet in the CSV format.

Receive an automated daily transfer of bulk Groups data from your community to your SFTP folder.

Alternatively, manually download an export from the data hub. The export is refreshed daily, so you can download an updated file daily.

  1. As a CSRconnect admin, go to the CSRconnect Admin portal and then select Groups.

  2. Select Data Feeds.

See Data Feeds to learn more.

Note: Want to use this feature? Contact your Customer Success Manager.

  1. As a CSRconnect admin, go to the CSRconnect Admin portal.

  2. Select Ad Hoc. To learn more, see Ad Hoc Reports.

  3. Select Workbooks.

  4. Select New Workbook.

  5. Select Group DataSource.

  6. We recommend you add these filters:

    • Is Group Active

    • Is Employee Active

    • Is Group Member Active

Best practices and tips:

  • Location is important. Similar to volunteer reporting, if you want to report on location, be sure to know if you want the employee location or the group location before building your report.

  • To report on groups that are only online (virtual), use the "isvirtual" dimension field.

  • Employers can be members of multiple groups.

  • Group Member ID is the unique identifier automatically assigned to each group member when they join a group.

The Group Admin Report retrieves active and inactive employees who have joined a group. It allows the team to track all leadership roles throughout the program year, regardless of how long they held the position. In addition, manager(s) of active incentives programs can retrieve information for group leaders to identify which employees qualify for incentives with minimal data manipulation.

The data includes:

  • Employee name

  • Employee address

  • Leadership role/title

  • Term dates: zAdminRoleStartDate, zAdminRoleEndDate

You can filter the report by date, including:

  • Group Created Date

  • Group Admin Role Start Date

You can also group by group ID + group name (concatenation of both the group ID and group name). The user selects the group ID with the name to limit data retrieved for only that group.

Build a Group Admin Report

  1. As a CSRconnect admin, go to the CSRconnect Admin portal.

  2. Navigate to Report, Standard Reports, Other.

  3. Select Group Admin Report.

  4. Select Build Export.

  5. Include information needed to build the report.

  6. Select Build. When the system finishes building the report, it appears on the page with the name and description you provided.

For column terms and definitions, see Group Admin Report.