- Select Reports on the left-hand side.
- Search for the Custom Representative Report.
- Under the Rep Personal Information section, select Full Rep Name.
- Under the Rep Contact Information section, select Groups.
- Select any other fields that you would like to include or filter by in the report.
- For ease of viewing, change the Primary Sort to Full Rep Name and the Secondary Sort to Groups on the right side of the page.
- Click Continue at the bottom of the page.
- On the resulting page, change Filter by Representative Type to Any Rep Type.
- Press View/Print Report to view/download a PDF version or press Download Report to download an Excel version of the report.
- The result will be a list of all reps and their associated Groups.