Report Builder: Creating And Managing Groups

In Report Builder, you can create groups you would like to report on. You can customize the group to reflect what you would like to see in reports. You can create the groups down to the unit level. This article will walk you through how to create the groups you want to see and how to edit. 

To learn more about Report Builder and its other functions, refer to the How To Build Reports In Report Builder.

How to Access the Report Builder

Client users with appropriate permissions can build custom reports in the report-builder section of the reporting website by navigating to Reports + Analytics on the blue navigation bar and selecting "Report Builder," as shown here:

Creating a group

Managing groups