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How to Export Groups and Group Members to CSV in Orion

Export your groups to CSV/Excel format. Use when you need an offline group inventory report.Manage reports, manage groups, managing environment. Inventory reporting.

First published date

12/20/2019 5:54 PM

Last published date

4/22/2022 11:47 AM

Overview

Export your groups and group members to CSV and Excel format. This is useful if you want an offline inventory report of groups and their group members. Also useful if you choose to import these groups as custom properties. Custom properties are more useful than groups for alerting, reporting, and other custom features such as account limitations, resource filters, etc.

Product section

Web Performance Monitor

Resolution

Build a report to export your groups and group members
  1. Settings > All Settings > Manage Reports > Create new report 
  2. Select Custom Table report.
  3. Select 'I want to report on' Group. Then click Add To Layout.
  4. Click 'Add Column' to add columns to the report. 
  5. Add 'Name' then click the 'Group Member' in the left pane. Click 'Group Member Full Name'. Click 'Add Column' to add these two columns. Now click 'Submit'.
  6. Name the report and click next for the remaining pages to submit the new report.
  7. After the new report has been created, it should be selected automatically (if not, then select the report). Click 'View Report'.
  8. Click 'Export to Excel'
If you wish to import these groups and group members as custom property values, review these topics: Import custom property values and Export custom values. NOTE: if you import these values, you will need to first format the Excel to an acceptable format the import wizard requires:
  1. Open the exported Excel file. 
  2. Delete the first two rows. Now only the column headers and their values should be displayed.
  3. Save the file, proceed with article for importing.