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Viewing reports available via Group Manager

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 This will include sub-groups that have been archived.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

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