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Group Management Reporting Capability

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I would like to be able to run a group report showing all the group names as well as those who are included within the groups.

32
32 votes

On Wishlist · Last Updated

This idea isn't part of our current plan but we hear your interest. The product team is currently investigating what improvements to focus on and greatly values your continued feedback and voting on this topic.

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  • ker9
    ker9 âś­âś­âś­âś­âś­âś­
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    A report that lists all users and the groups they are in or a report from each group listing the members with EMAIL address (critical to have email address). Example use: check employee list against group list to determine who is missing and/or who should not be in the group.

  • Karen Pogoda
    Karen Pogoda âś­âś­âś­
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    I would also like this, it is difficult to manage group and user management in separate screens. Would be easier if you could export all the information.

  • ZebraCS_Josh
    ZebraCS_Josh âś­âś­âś­
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    I've added my vote to this idea. It's an excellent suggestion.

    Josh Garcia|josh@zebracs.com

    Zebra Consulting Services🦓ZebraCS.com

  • sorokti
    sorokti âś­âś­
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    I am just starting to set up Smartsheet and am finding the Group Management difficult to manage/understand. In order to scale this, I really need to be able to see who is in a group and also get a report. +1 to this idea!!

  • Stu Benoff
    Stu Benoff âś­âś­âś­âś­
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    Totally agree. Even the group list that appears under Group Management isn't sorted so it's impossible to compare two lists. I have 181 people in a group that should have 185. Only method to find the 4 that are missing is brute force. At the very least I should be able to download the group list and then sort it for much easier comparison.

  • Jake Gustafson
    Jake Gustafson âś­âś­âś­âś­âś­âś­
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    Yes please. I ran into this today. Needed to ensure someone had access, then got to thinking I better check no one was missed in this Group from previous workforce attrition. Manual steps got it done, but could be way cleaner.

    Having a sortable list in the UI would be great too. It appears to add the latest additions to the bottom, if that's the case it would be nice to have a date associated with them to see when someone was added.

    I struggle with this list of names sortation with Contact List columns on sheets as well, hard to know who might be missing or to find someone to remove, lots of scrolling.

    Help me Smartsheet Developers, you're my only hope.

  • Sherry Fox
    Sherry Fox âś­âś­âś­âś­âś­âś­
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    I agree this is a great idea. What good is your information if it cannot be exported???

    Sherry Fox

    Project Analyst | Core Quality Services (QMS Transformation)

    Medtronic

    EAP | Mobilizer | Automagician | Superstar | Community Champion

    https://www.linkedin.com/in/sherryfox/

  • ZebraCS_Josh
    ZebraCS_Josh âś­âś­âś­
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    Adding my voice in support of this feature.

    Josh Garcia|josh@zebracs.com

    Zebra Consulting Services🦓ZebraCS.com

  • Darla Brown
    Darla Brown Overachievers
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    Adding my vote to being able to sort the group list or being able to auto-update via API. This process is extremely manual.

    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP

  • ker9
    ker9 âś­âś­âś­âś­âś­âś­
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    Difficult to believe we still don't have the ability to download a list of group members, sort group members, etc.

    I have a group with 51 members and I can't get a simple list of the names/emails in the group.

    Another option is User list containing the groups each person is in.

  • Karen Pogoda
    Karen Pogoda âś­âś­âś­
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    I would love to manage all this data in one place, like the user list, where you could then upload the data into Smartsheet.

  • Tim Starkey
    Tim Starkey âś­âś­âś­âś­âś­
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    Adding my vote here... but in addition to the reporting capability, I would like to see access to the group list in sheets using a formula or similar, like:

    ISINGROUP(group name, test name)

    or

    LISTGROUP()

    Currently setting up a help desk support dashboard, and it would be useful to be able to list on the dashboard all the help desk support team. Easier to pull it from the group data than manage both lists.

  • Courtney M
    Courtney M âś­âś­
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    I would like this feature as well, you can't even sort users in alphabetical order under group mgmt which makes it difficult to cross check lists