IN THIS SECTION
Overview
Groups are a means of organising your companies to make it easier to report. With groups you can quickly select companies to report on, or report by group to see a breakdown, with the results of several companies grouped together. See the Running Reports article for more information.
You can view, add, remove and edit company groups through the Manage Groups page. The Manage Groups page is accessed by clicking on the Manage groups button on the company/groups filter on the reports pages.
The Manage Groups page shows a list of your current groups.
Adding a group
To add a group click on the Create a group button.
Enter the name of the new group and select the companies you wish to be part of the group. You can search for companies by entering text in the search box. Once you have selected the desired groups, click on Save to create the new group.
Editing a group
To change the name of a group or change the companies that are in the group, click on the Edit icon next to the group to be changed.
Change the name as required and if you need to change the companies, click on the Edit link to bring up the company selection box. Select the desired companies then click Save to save the changes.
Deleting a group
To delete a group click on the Delete icon next to the group to be deleted.
NOTE: If you delete a group, any Report Packs that contain reports including that group will become invalid. You will need to fix any issues on these report packs before you can run them.