The Companion Groups Directory may be printed using a Companion Group report in the Report Library or using an Advanced Search query. Refer to the Right-Click Menu to export Counsel items within the current grid as a CSV or Excel file.
NOTE: You must have permission to General > Reports and the Directory report category in Other Permissions.
To access the Companion Groups report:
Click the Reports icon
on the left navigation pane.
Select the Directory tab or the All tab.
Click the Companion Groups report from the list.
A Report Details tab will display.
Report-specific criteria can be used to filter the report as needed.
Review Running a Report for additional details.