The Group Demographics Report exports group-level demographic counts into an Excel file so teams can compare participant totals across groups using a structured demographic breakdown. It is designed to help you review group membership counts by sex, race, ethnicity, and disability type in one export.

⚙️ How it works

Go to Reporting.
Open Group Reports.
In Report, select Demographics.
Optionally filter by Users, Roles, Status, and Groups.
Enter a Report Name, then click Generate Report.
Equip generates the report as an Excel file and sends an email when it is ready.

✅ Benefits

Compare demographic totals across groups in one spreadsheet instead of reviewing each group manually.
See category counts clearly with grouped demographic columns for sex, race, ethnicity, and disability types.
Narrow the analysis with user, role, status, and group filters.
Support reporting and planning with a clean Excel export that is easy to save and share.

⚙️ Customization and options

Users limits the report to groups that include selected users.
Roles limits the demographic counts to selected user roles.
Status limits the demographic counts to selected user account statuses.
Groups limits the export to selected groups.
Report Name lets you save the export with a custom file name.

📊 Columns included in this report

The Group Demographics Report exports one Excel worksheet named Group Demographics.

Header layout:
This worksheet uses a two-row header. The first row shows the main demographic groups, and the second row shows the specific columns under each group.

Columns in the export:

Group - The name of the group.
Total - The total number of users counted for that group after filters are applied.
Male - The count of users in the group with sex recorded as Male.
Female - The count of users in the group with sex recorded as Female.
Undisclosed - The count of users in the group with sex recorded as Undisclosed.
American Indian Or Alaska Native - The count of users in the group with that race recorded.
Asian - The count of users in the group with race recorded as Asian.
Black Or African American - The count of users in the group with that race recorded.
Native Hawaiian Or Other Pacific Islander - The count of users in the group with that race recorded.
White - The count of users in the group with race recorded as White.
Two Or More Races - The count of users in the group with race recorded as Two Or More Races.
Other Race - The count of users in the group with race recorded as Other Race.
Hispanic Or Latino - The count of users in the group with ethnicity recorded as Hispanic Or Latino.
Non Hispanic Or Latino - The count of users in the group with ethnicity recorded as Non Hispanic Or Latino.
Disability Type columns - Equip adds one column for each disability type configured for your account. Each of those columns shows the count of users in the group assigned to that disability type.

How rows are structured:
Equip creates one row per group. Each row contains demographic totals for the users counted in that group after the selected filters are applied.

💡 Best practices

Use Roles and Status filters when you want the counts to reflect only a specific population.
Use a descriptive Report Name so the file is easier to identify later.
Expect disability type columns to vary by account, since they are based on your account’s configured disability types.
Review the two-row header carefully when sorting or building summaries from the export.

❓ FAQs

What file type do I receive?
The Group Demographics Report is delivered as an Excel .xlsx file.

How is the data organized?
The export contains one worksheet named Group Demographics, with one row per group.

Why do the disability type columns look different between accounts?
Those columns are based on the disability types configured for each account, so the exact column names can vary.

Do filters affect the totals?
Yes. The Users, Roles, Status, and Groups filters change which users are counted in each group’s totals.

Why does this worksheet have two header rows?
The first header row groups columns into major sections like Sex, Race, Ethnicity, and Disability Types. The second row shows the specific column names inside each section.

Group Demographics Report