Teams Report
Review team compliance, membership, relationships, and associated contacts from one consolidated report.
Overview
The Teams Report provides an organization-wide view of your teams and their current structure. It is useful for reviewing team ownership, understanding assigned records, and identifying areas that may require attention.
Open the report
Report columns
Each row represents one team. The report includes the following information:
| Column | What it shows |
|---|---|
| Compliance | The team’s current compliance score. Select the score to open the team’s compliance view in Compliance Advisor. |
| Team | The team’s avatar and name. |
| Users | The number of users assigned to the team. |
| Relationships | The number of relationships assigned to the team. |
| Contacts | The number of contacts assigned to the team. |
Explore team details
Use the three-dot action beside a team name to open a quick preview of that team. From the preview, you can review the team context and navigate to additional team information or settings, depending on your permissions.
Search, filter, and export
Search
Use the search field in the report toolbar to quickly locate a team or narrow the visible results.
Filter
Use the filter controls to refine the report by available team fields. Active filters are shown in the report toolbar.
Export
Select Export to download the report as a CSV file or print the current report view.
Adjust columns
Use the column controls to show or hide available columns and keep the report focused on the information you need.
Working with larger lists
The report uses pagination to keep larger team lists easy to scan. Use the paging controls to move between result sets and review the available teams.