Reporting Groups

Reporting Groups

Reporting Groups are another way to group the products Purchased within your business for Reporting purposes.  Think of them as labels or tags which allow you to group products anyway you want so that you can report on them in.

To locate the Reporting Groups page go to:  Setup Information > Allocations > Reporting Groups

Reporting Groups

The Reporting Groups page lists all available Reporting Groups.
  1. Click on any one of them in the list to open the Edit Reporting Group page.
  2. The only option is to edit the Name field or Remove it.
  3. Removing is like Deleting, and that Reporting Group will remain assigned to any Products it is already assigned to until you update them.
  4. Remember to click the Save button if edit the Name.

Reporting Group - Creation

To create a new Reporting Group:
  1. Go to the Reporting Group page and click on the + Create New button.
  2. Then simply enter the Name of the new reporting group and click Save.

Assigning Reporting Groups to Products

Reporting Groups can be assigned to Products a few different ways.
  1. They will be assigned automatically, when you add new products, if you set the Category Allocation Defaults.
    1. These are easily set by going into Setup Information > Categories & Sub-Categories page.
  2. The other option is to manually Set or Change them product by product anywhere you can access a product profile like My Catalog.
  3. Also, they can be changed from My Catalog anytime or right on the Requested Products page before they are Issued from Stock by using the Mass Update option.
    1. Simply check to Box(s) to the left and choose Batch Option and/or Mass Update to begin the update process.
    2. Remember that from the Mass Update Products in your Catalog page, the Reporting Groups field will be under the Allocations tab.
Visit Reports and Use the Reporting Groups Filters to generate Reports based on your Reporting Group assignments.


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