The Group Manager provides reports around the information it stores that are suitable for printing.
To open the Group Manager, choose Manage > Groups from the menu, or press F8 on the keyboard. Alternatively, click the icon on the toolbar, or from the Dashboard.
The following reports are available through the Group Manager:
The Group Report
This report details all the groups across all divisions. Archived groups are included by default. The report omits sub-groups.
- Right-click a division and choose Show group report.
The report will be displayed in a new tab/window.
The Sub-Group Report
This report details all the sub-groups belonging to a particular group. This will include sub-groups that have been archived.
- Right-click a group and choose Show sub-group report.
The report will be displayed in a new tab/window.
The Group Client Report
This report details the clients that currently belong to a particular group. The report is available for groups and sub-groups, but does not include clients in the sub-groups when the report is being run for the parent group.
- Right-click a group and choose Show group client report.
The report will be displayed in a new tab/window.
RELATED: Group Manager Overview