Manage groups
On the Manage Groups tab, you can create a group that contains multiple clients. You can then use the group to generate a single report with data for multiple clients included.
Set up a new
group
- Select the Manage Groups tab.
- Select Create
New Group. The New Group dialog box appears.
- Enter a Group Name.
- Enter a Description (optional).
- In Available
Clients, select the add icons
next to the names of the
clients you want to add to the group. The clients are added to the Group Members
list. - Select Save.
Edit or delete a group
Groups you have created are displayed on the Manage Groups tab.
- Select the edit icon
to edit a group. - Select the delete icon
to delete a group.
