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            Monitor Public Group Members with Reports

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            Monitor Public Group Members with Reports

            See all users, roles, roles, territories, and other groups. Create a custom report type before building reports on public group members.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create and update custom report types:

            Create and Customize Reports

            AND

            Manage Custom Report Types
            To create, edit, and delete reports:

            Create and Customize Reports

            AND

            Manage Custom Report Types
            To view members of all public groups: Manage Users

            Create a Custom Report Type for Public Group Members

            Before you can build reports on public group members, create a custom report type.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create and update custom report types:

            Create and Customize Reports

            AND

            Manage Custom Report Types
            To view members of all public groups: Manage Users
            1. From Setup, in the Quick Find box, enter Report Types, and then select Report Types.
            2. Select Group Member as the Primary Object.
            3. Add a label and description.
            4. Choose which category to store the report in.
            5. Select a Deployment Status.
            6. Click Next, and then save.
            7. To customize which fields are displayed in the custom report type, in the Fields Available for Reports section, click Edit Layout. To add fields, click Add fields related via lookup, and then select any of these supported fields: Group ID, Group Name, Group Type, Included Group ID, Included Group Name, Included Group Type, User ID, User Full Name, User Active, User Type, and User Email. Click OK, and then click Save.
            8. Save your work.

            Report on Public Group Membership

            Build a report on public group members. Public group members can be users, roles, territories, and other public groups.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, and delete reports:

            Create and Customize Reports

            AND

            Manage Custom Report Types
            To view members of all public groups: Manage Users

            Here’s how to configure a sample public group members report.

            1. Create a new report. Select the custom report type created for group members.
            2. To see all public group members, adjust your filters so that Show Me is set to All group member and Created Date is set to All Time.
            3. Under Columns, select which fields to display.
            4. To see only members of public groups and filter out other types of groups, add a filter for Group: Type so that the field’s value must equal Regular. There are multiple values available for Group: Type, but only Regular and Queue are supported.
            5. Group rows to help with your analysis. For example, group by the public group’s name or ID to see which users or other included groups are members. You can also group by the member’s name or ID to see which public group they’re added to.
            6. To help with your analysis, add charts for a visual overview of your data.
            Note
            Note For public groups containing all users in a specified role, the report displays the role sharing group ID in the Included Group: Group ID field. The role ID isn’t displayed. For more information, see Role and Territory Sharing Groups in Salesforce Help.

            See Also

             
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