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This information is a part of Manage Reporting Groups.

There are two methods of creating and editing reporting groups.

Option - Import a File

You can import a reporting group file to add new reporting groups or to update or replace existing groups. This process is commonly done for additions or changes that involve multiple reporting groups as described in Import and Export Data.

Option - Enter Details Directly

To create or edit a reporting group, follow these steps:

  1. From Reports > Reporting Groups, search to find reporting group(s) you want to edit, or click the down arrow next to the Search button and select Show all results. Select the reporting group(s) you want to edit. If you want to create a reporting group, omit this step.
  2. Open the task list and select Create / Edit  Reporting GroupsClick Start.

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      • If you are editing, select a reporting group from the list at the left of the page. Enter or make changes to the reporting group, and click Save. 

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      • If you are creating a reporting group, select New Reporting Group, enter the details and click Create.

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