Reporting Group Manager

Create and manage custom reporting groups to group projects, suppliers, users, and clients. Analyze order performance across various segments for in-depth insights.

Examples

• New Customers

• Electronics

• Monthly Reports

• South Africa - Gauteng

Creating a new reporting group

1. Navigate to the Data Management page by clicking on the Settings icon and clicking on the Data Management option.

   
2. Select the Reporting Group

1. Click on the Add Reporting Group button in the top right.

1. Enter the reporting group description in the input field and click Confirm.

Editing a reporting group

1. Select the reporting group action dropdown and click on the Edit button.

   
2. Enter the new description for the reporting group in the input field and select Confirm.

Deleting a reporting group

1. Select the reporting group action dropdown and click on the Delete button.

   
2. Select Confirm on the confirmation dialog.

When attempting to delete a reporting group that is in use, you will be presented with an option to relink the clients, suppliers, users, and projects currently using that reporting group.

1. Select Yes on the Reporting Group in Use dialog.

1. Select a replacement reporting group from the dropdown.

• You may select 'None' if you just want to remove the reporting group and not replace it with another reporting group.

1. Select 'I Understand', to confirm the clients, suppliers, users, and projects that will be updated.

1. Select Yes to confirm that these actions cannot be undone.