Group Summary – Filters and Export

Use Filters to refine the groups displayed in the Group Summary report. You can also export filtered data as an .XLSX report.

Filter Group Summary

The AND/OR Filters are available for the Manager role and help refine group records based on multiple criteria.

Apply Filters

1. Under Groups, select Filters.
2. Select the required fields from the AND/OR filter options.
3. Define the required filter conditions.
   • AND – Displays records that meet all selected conditions.
     Example: Role = Manager AND Group Name = Team Alpha
     This displays Team Alpha when it is managed by a Manager.
   • OR – Displays records that meet at least one of the selected conditions.
     Example: Role = Manager OR Group Name = Team Alpha
     This displays groups managed by a Manager, along with Team Alpha, regardless of the manager.
   • AND + OR – Combines conditions to create a more specific filter.
     Example: Role = Manager AND (Group Name = Team Alpha OR Group Name = Team Beta)
     This displays Team Alpha and Team Beta when they are managed by a Manager.
4. Select Apply.
   The Group Summary report displays the records that match the selected conditions.

Note: AND/OR filtering is available only for the Manager role and displays groups managed by the selected Manager.

For general information about using AND/OR conditions, see Filter and Export.

Export Group Summary

You can export the Group Summary report based on the selected filters and date range.

1. Select the Export icon.
2. In the Download Reports window, enter the required report details.
3. Select a Date Range:

   Date Range	Description
   Last 31 days	Includes data from the previous 31 days. This is the default option.
   Last 3 months	Includes data from the previous three months.
   Last 6 months	Includes data from the previous six months.
   Custom Selection	Allows you to specify a start date and end date.

4. To include suspended users, select Include Suspended Users.
5. Select Download.
   The generated report appears in the list of available reports.
6. Select the Export icon for the generated report.
7. Select the Export icon again to download the report.
   The report is downloaded in .XLSX format.

Delete a Report

You can delete reports that are no longer required.

1. Select the Bin icon for the report you want to delete.
2. In the confirmation message, select Yes.
3. A success message confirms that the report has been deleted.

Related Topics

• Group Summary
• Group Summary Calculations