How do I filter reports by group now that the “Manage Groups” button is gone?

How do I filter reports by group now that the “Manage Groups” button is gone?

⚡Quick answer -

The old Manage Groups button has been retired. Instead, open Reports → use the Grouping filter (Group-wise, Department-wise, User-wise) plus Time-frame & Call-type chips. All widgets instantly rebuild to show only the selected group—no manual group creation required.

When should I use this guide?

Use it if you’ve been looking for the former Manage Groups menu and now need group, department, or user insights from the new Reports interface on web or mobile.

1. Prerequisites

Requirement

Why it matters

Reports → View permission

Shows Reports menu

Same login on mobile app (optional)

Enables Mobile Source widgets

Date range ≥ 30 days

Activates “Monthly” option

2. Old vs New: what changed?

Feature

Before (retired)

Now (current UI)

Create named groups

Manage Groups > Add

Not needed

Filter reports by group

Select a group in the list

Grouping filter = Group-wise

Multiple groups in the same view

Not possible

Chip filters show any combo

3. Step-by-step (Web)

  1. Log in to MyOperator Web Panel.

image.pngAlt text: MyOperator panel

  1. Sidebar → Reports.

image.png

Alt text: See Reports

  1. Top bar filters:
    • Time frame (Today | Week | Month | Custom)
    • Grouping → select Group-wise.
    • Optional: choose a specific group in the dropdown that appears.
  2. Choose Call type chip: Incoming / Outgoing.
  3. All widgets update in real time.

image.png

Alt-text: Navigate to “All Company Data” /departments if you have multiple groups

4. Step-by-step (Mobile)

  1. Install & sign in to the MyOperator mobile app.
  2. Tap Reports.
  3. Select Time frame and Grouping → Group-wise (or Department/User).
  4. Swipe across Overview → Trends → Performance for snapshots.

5. What you’ll see (charts + filters)

Widget

Shows

Filter chips

Incoming / Outgoing counters

Total calls & % connected

Connected, Missed

Pie chart

Connected vs Missed for the group

IVR, Mobile

Trend line

Daily call volume

Time frame

Performance tables

Pickup % by User / Dept

Group-wise, Dept-wise

image.png

Alt text: Report visualisation

image.png

Alt text: Performance Reports under Reports > Performance

6. Success checklist

✓ Group name appears next to the Time-frame filter.

✓ All counts & percentages change when you switch groups.

✓ Export (hover widget → Export CSV/PNG) matches onscreen values.

7. Edge cases & limits

• Monthly option only appears for ranges ≥ 30 days.

• Mobile widgets show Mobile Source only after the same account signs in on the app.

• Large date ranges may load slowly—narrow if charts take > 5 s.

8. Troubleshooting & escalation

Issue

Quick fix

Escalate to

“Group-wise” missing

Ask Admin for Reports → View

Workspace Admin

Charts empty

Widen date range; clear chips

—

Mobile data absent

Re-login on app; enable Analytics sync

—

Monthly disabled

Set range ≥ 30 days

—

Keywords: Manage Groups retired, group-wise reports, MyOperator filters, department-wise call data

    • Related Articles

    • How do I 'Manage Groups' in the 'Reports' section?

      This option is used to view the reports of specific users or departments. To use this feature on your MyOperator Web App, Go to ‘Manage Groups’ in green on the top-right in the ‘Reports’ section. Click on ‘Create new group’. Enter the details such as ...

    • How do I view and filter Call Reports in MyOperator?

      ⚡Quick answer - Open Web Panel → Reports to visualise call volume, answer rate, and on-call time. Adjust filters (date, grouping, call type) at the top to get the metrics you need. A summary view is also available in the mobile app. When should I use ...

    • What is an advanced filter?

      When should I use an Advanced Filter? Create an Advanced Filter when the built-in quick filters (Today, Missed Calls, etc.) don’t answer a specific reporting question—e.g., “All inbound IVR calls from Mumbai last week that lasted < 30 sec.” ...

    • How do I view my Call Reports?

      Use Reports to track incoming/outgoing calls, team performance, and department/group activity. Full reports are on the Web App; a subset is available on the Mobile App (when synced). Table of contents When to use this Prerequisites Web: View and ...

    • How do I view my Call Reports?

      To view Reports, click on the reports icon on the top. In the reports platform, where you can view the analytical reports of your incoming and outgoing business calls. These calls can be segmented Day-wise, Week-wise, Month-wise, and Quarter-wise. ...