EBS: All Delivery Methods Are Returned When Filtering by a Single Delivery Method When Creating a Custom Contacts Report in Everbridge Suite

Problem:

All delivery methods are returned when filtering by a single delivery method when creating a Custom Contacts Report.

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Root Cause:

This is by design.

Solution:

Custom reports return multiple rows for the same contact when DATA fields that have multiple values are included. For example, by using delivery method as a DATA field, each contact will have a new row for each delivery method it has in the organization.

Follow the steps below to generate this report:

  1. Log in to the Manager Portal and select the desired organization from the upper right-hand corner.
  2. Select the Reports tab, then Create Report.
  3. Select the Contacts report type from the drop down menu on the left.
  4. Add a DATA field for Contact First Name by dragging it from the left.
  5. Add a DATA field for Contact Last Name by dragging it from the left.
  6. Add a DATA field for Delivery Method by dragging it from the left.
  7. Add a FILTERS field for Delivery Method by dragging it from the left
  8. Select contains for the Condition and select a single value (i.e. Email 2). contact custom report
  9. Select the Preview Report button.
    1. Every contact that has the Email 2 delivery method configured is returned (based on the filter).
    2. Also every other delivery method configured for that contact is returned, each on a separate row (based on delivery method being included in the DATA field ).

NOTE: If it is desired to report only on one specific delivery method, remove the data field for Delivery Method from step 7. This way each contact with Email 2 as a delivery method will be returned on one row each.

Workaround:

Download the report just generated from the instructions above and open it in Microsoft Excel. Here, you are then able to apply any appropriate filters.

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