--- schema_version: "1" id: dc3c0eb9342e694bb877913da8dc3c9ea29e8fbb5c8499b814f1617a6eee1ead title: Monitor Public Group Members with Reports collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/security_sharing_public_group_reporting.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.security_sharing_public_group_reporting.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: fdf59b9f7c8fd73dd36f953691c4ba6acee9acf8d2caca0e12e86f16eefa41f3 description: See all users, roles, roles, territories, and other groups. Create a custom report type before building reports on public group members. products: - Security - Salesforce Platform release: "264" --- # Monitor Public Group Members with Reports See all users, roles, roles, territories, and other groups. Create a custom report type before building reports on public group members. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create and update custom report types:

Create and Customize Reports

AND

Manage Custom Report Types
To create, edit, and delete reports:

Create and Customize Reports

AND

Manage Custom Report Types
To view members of all public groups: Manage Users
- **[Create a Custom Report Type for Public Group Members](https://help.salesforce.com/s/articleView?id=platform.security_sharing_public_group_reporting.htm&release=264.0.0&type=5)** Before you can build reports on public group members, create a custom report type. - **[Report on Public Group Membership](https://help.salesforce.com/s/articleView?id=platform.security_sharing_public_group_reporting.htm&release=264.0.0&type=5)** Build a report on public group members. Public group members can be users, roles, territories, and other public groups. ## Create a Custom Report Type for Public Group Members Before you can build reports on public group members, create a custom report type. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create and update custom report types:

Create and Customize Reports

AND

Manage Custom Report Types
To view members of all public groups: Manage Users
1. From Setup, in the Quick Find box, enter Report Types, and then select **Report Types**. 2. Select **Group Member** as the Primary Object. 3. Add a label and description. 4. Choose which category to store the report in. 5. Select a Deployment Status. 6. Click **Next**, and then save. 7. To customize which fields are displayed in the custom report type, in the Fields Available for Reports section, click **Edit Layout**. To add fields, click **Add fields related via lookup**, and then select any of these supported fields: Group ID, Group Name, Group Type, Included Group ID, Included Group Name, Included Group Type, User ID, User Full Name, User Active, User Type, and User Email. Click **OK**, and then click **Save**. 8. Save your work. ## Report on Public Group Membership Build a report on public group members. Public group members can be users, roles, territories, and other public groups. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete reports:

Create and Customize Reports

AND

Manage Custom Report Types
To view members of all public groups: Manage Users
Here’s how to configure a sample public group members report. 1. Create a new report. Select the custom report type created for group members. 2. To see all public group members, adjust your filters so that Show Me is set to **All group member** and **Created Date** is set to All Time. 3. Under Columns, select which fields to display. 4. To see only members of public groups and filter out other types of groups, add a filter for Group: Type so that the field’s value must equal Regular. There are multiple values available for Group: Type, but only Regular and Queue are supported. 5. Group rows to help with your analysis. For example, group by the public group’s name or ID to see which users or other included groups are members. You can also group by the member’s name or ID to see which public group they’re added to. 6. To help with your analysis, add charts for a visual overview of your data. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png) Note For public groups containing all users in a specified role, the report displays the role sharing group ID in the Included Group: Group ID field. The role ID isn’t displayed. For more information, see [Role and Territory Sharing Groups](https://help.salesforce.com/s/articleView?id=platform.users_role_terr_sharing_groups.htm&release=264.0.0&type=5 "Salesforce creates sharing groups for each role and territory in your Salesforce org.") in Salesforce Help. #### See Also - [Create a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&type=5&language=en_US) - [Build a Report](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_build.htm&type=5&language=en_US) - [_Object Reference for the Salesforce Platform_: GroupMember](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_groupmember.htm)