Topic

Custom Report - List all Groups that are associated with a specific Contact.

Description

Remembering all of a contact's associated groups is a challenging task, but Everbridge Suite can do the remembering for you. Follow the steps listed below to create a report or download a CSV to find a contact's associated groups:

Custom Report Log in to the Manager Portal and select the appropriate organization from the upper left-hand corner. Choose the Reports tab from the top of the page. From the Custom Reports pane, choose Create Report. From the Report type dropdown menu, select Contacts. From the Contact Details dropdown menu, select Associated Group(s), then drag and drop it into the DATA pane. From the Contact Details dropdown menu, drag and drop the desired filtering value or values into the FILTERS pane. Some of the filters you can use are: Contact First Name Contact Last Name Contact Country From the Condition dropdown menu, select the desired condition and enter the condition's value in the Value text field. In the example pictured, we are filtering the organization's contacts to find whose first name contains Example. Select Preview Report to generate the report results. The report results can be exported as a PDF or CSV file by selecting the corresponding icons. The report parameters can be saved by entering a name for the report in the text field beneath Save this report and then choosing Save.

Contact Download Log in to the Manager Portal and select the desired organization from the upper left-hand corner. Choose the Contacts tab from the top of the page. Check the checkbox for each desired contact near the left of the screen. To show more contacts in your window, select a larger value from the dropdown menu at the bottom of the screen. Select Download. Contacts in multiple groups have their groups separated by the pipe character.