Reports - Report Groups - Assigning Accounts to Report Groups

Reports - Report Groups - Assigning Accounts to Report Groups

Reports - Report Groups - Assigning Accounts to Report Groups

Configure Report Groups:
From Launch Pad, access Global Settings module
Click on Report Groups menu
Click Add New Report Group button to add labels for your groups.



Assign an Account to a Report Group:

From Launch Pad, access Order Management module
Click on Finance -> Accounts menu and select an Account
On the Account Settings tab, you can assign the account to a single Report Group by clicking the drop down menu

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