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Home > Groups > Create List of Groups Reps Belong To
Create List of Groups Reps Belong To
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  1. Select Reports on the left-hand side.
  2. Search for the Custom Representative Report.
  3. Under the Rep Personal Information section, select Full Rep Name.
  4. Under the Rep Contact Information section, select Groups.
  5. Select any other fields that you would like to include or filter by in the report.
  6. 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.
  7. Click Continue at the bottom of the page.
  8. On the resulting page, change Filter by Representative Type to Any Rep Type.
  1. Press View/Print Report to view/download a PDF version or press Download Report to download an Excel version of the report.
  2. The result will be a list of all reps and their associated Groups. 
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