Overview

In People → Export, if you select a Group category but leave Panel group unselected, the export can include all panelists that match the selected panelist statuses (for example, all Active).^[2]

Group categories are an organizational aid for grouping multiple panel groups; panelists are members of groups, not of categories.^[1]

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If a customer claims a category-only export should work, the fastest confirmation is: have them export with Group category selected but Panel group left as “--- Please select ---”. If the row count matches the global Active count from panel overview, the export was not restricted by group. This behavior is consistent with the documented restriction controls in People export.

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Solution

Option A — Export one specific subgroup (recommended when you need a single group)

1. Go to People → Export and select Panel data.^[2]
2. In Group category, select your category (for example, “France sub groups”).^[2]
3. In Panel group, select the specific group you want to export (do not leave it blank).^[2]
4. Under Apply to panelists with status, tick only the statuses you intend to include (all statuses are ticked by default).^[2]
5. Run the export and download the file.^[2]

Option B — Get a single, combined list for a whole category inside Discover XI (create a roll-up group)

If your reporting requirement is “France total” across many subgroups, create a new group that contains the combined membership of those subgroups using Manage Members → Add Groups.^[1]

1. Go to People → Groups and click Create group (example name: France – All (Unique)).^[1]
2. Open the new group and go to Manage Members.^[1]
3. Use Add Groups to add each subgroup in the target category into this roll-up group.^[1]
4. Use the group’s Size (shown in the group overview list) as the count for that combined population.^[1]
5. To export the combined population, run People → Export with Panel group set to the roll-up group.^[2]

Option C — Combine exports outside the platform (when you cannot maintain a roll-up group)

1. Export each subgroup (one export per Panel group).^[2]
2. Combine the files in Excel/BI.
3. Deduplicate by a stable unique identifier such as pseudonym (documented as an internal ID that uniquely identifies each panelist).^[1]

How to get a full list of groups (so you don’t miss any)

• UI: Go to People → Groups, then use simple/extended search (including searching by category) and sorting; the list shows details such as category and size.^[1]
• API (Service Layer): If Service Layer is enabled and you have a token, use POST /service/panel/groups/list?token=<TOKEN>. The service supports an optional restrictCategoryId request-body field to restrict to a group category.^[3] For Service Layer REST request requirements (token parameter and application/json for requests with a body), see the Service Layer how-to.^[4]

Example: list all groups

curl -X POST "https://<your-efs-domain>/service/panel/groups/list?token=<TOKEN>" -H "Content-Type: application/json" -d "{}"

Example: resolve a category ID by name

curl -X POST "https://<your-efs-domain>/service/panel/groups/categoryByName?token=<TOKEN>" -H "Content-Type: application/json" -d '{"categoryName":"France sub groups"}'

Example: list only groups in a category

curl -X POST "https://<your-efs-domain>/service/panel/groups/list?token=<TOKEN>" -H "Content-Type: application/json" -d '{"restrictCategoryId":2}'

If you don’t have Service Layer access, use the UI option above or contact Discover XI Support and provide: your instance URL, the group category label you’re reporting on, and whether you need the output as a list on screen or an exportable file.

References

1. Groups
2. Export (People)
3. List of EFS Service-Layer (API) services
4. How-to: Service Layer