Report – Export a groups report

1. Scroll down to Rules & Groups in the menu on the left.

   

2. Click on Rules & Groups. 

   

3. Scroll down to Groups.

   

4. Click on Groups.

   

5. Click on the Report drop down.

   

6. Click on the ellipsis icon  to the right of either Standard or Advanced.

   

7. Click on Prepare PDF.
   Note: To download an Excel file instead, click on Standard or Advanced.

   

8. A notification displays advising that the report is being populated. 

   

9. The notification updates when the report is ready.
10. Click on Download now.

    

11. The report downloads and displays.