Reporting Groups can be used in many of the canned reports. This will allow you to run reports on a group of projects at once. Reporting Groups can only be created by Agency Admins. To create a group:
Click the Admin section in the menu on the left and then select Provider Groups.
The system defaults to Visibility Group. Make sure you select Reporting Groups and search for your group to make sure it has not already been created before you click Create New Group.
Name your Reporting Group and click save
Click Manage Providers to add providers to this group.
You can select programs by clicking the + button next to the provider name or you can click the ADMIN Agency (with the house icon) and it will add all programs under the ADMIN Tree.
You will see all the programs you have added to the group at the bottom. If you need to remove a program click the - button on the left. Once you are finished click Exit
When you click Exit you will return to the Reporting Group Profile. Click Save & Exit to save the Reporting Group.
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