EBS: Custom Report - Displays All Groups in an Everbridge Organization

Topic

Custom Report - List all Groups in an Everbridge Organization that have Contacts associated with them.

Description

This guidde shows you how to create a Custom Report that lists all Groups in an Everbridge Organization that have one or more Contacts associated with them. Only Groups containing Contacts will appear in the report.

1. Login Page

Sign in to the Manager Portal and select your Organization.

Login Page

2. Manager Portal

Ensure you are at the Organization level.

Manager Portal

3. Reports

Select "Reports & Analytics", then "Reports".

Reports

4. Create a New Report

Select "Create Report".

Create a New Report

5. Report Type is "Contacts" ..."

Select "Contacts" from the Report type drop-down menu.

Report Type is 'Contacts'
                                
                            

                            
                                
                                    
                       ...'

6. Field Name is "Associated Group(s)"

Find "Associated Groups" in the list of Field names.

Field Name is 'Associated Group(s)'

7. Choose "Associated Group(s)"

Drag and drop "Associated Groups" to the DATA section.

Choose 'Associated Group(s)'

8. Report Preview

Select "Preview Report" to get a preview of the report.

Report Preview

9. Report Preview

View the preview of the report and confirm the data is correct before saving the report.

Report Preview

10. Report Name

Give the report a name.

Report Name

11. Save

Save the report.

Save

This guide covered the steps to create a custom report in Everbridge that shows all Groups in the Organization that have Contacts associated with them.
Was this article helpful?
0 out of 0 found this helpful

Article Feedback


While we can’t respond to you directly, we’d love to know how we can improve the article.

Please sign in to leave a comment.