You can use the groups audit tool generate a CSV file showing the group structure used on your Smartabase site along with information showing which people are coaches and/or members of each group.

This can be a useful way of confirming that people are properly allocated within the site’s group structure.

A screenshot showing an example of the group audit preview prior to download as a CSV file

When viewing the CSV file in Excel, some group names may appear as #NAME? due to the way subgroups are designated using the equals sign. This can be solved by using Excel’s find and replace tool to replace “=” with another symbol.

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