Topic:
How to create a Report of all Contacts who do not have a delivery method configured in their record.
Description:
In the Everbridge Manager Portal under Organization, create a Custom Report.
(Reports > Custom Reports > Create Report.)- From the Report Type drop-down menu select Contacts.
- Add the following Fields to the Report:
- Delivery Method
- Delivery Method Value
- Contact First Name
- Contact Last Name
- In the FILTERS section, add the following parameter and values:
- Field: Created On
- Condition: is after
- Value: <date> {select a date that is prior to when the Org was set up.)
- Download the report as a CSV file.
- Sort the report on Delivery Method and Delivery Method Value so the blank records show at the top.
- Optionally delete the remaining records from the CSV report. This way your report will consist of only Contacts with no Delivery Method configured in their record.
EXAMPLE:
- Open the Excel spreadsheet
- Highlight the Delivery Method column
- Select sort and filter on the top right, then click filter
- Click the drop down arrow next to Delivery Methods
- Uncheck select all to remove all checks in the check boxes
- Check blanks which should be at the bottom of the list
- Optionally remove any users with delivery methods so that the report only shows Contacts with no delivery methods.
Article Feedback
Please sign in to leave a comment.