Creating report groups

Report groups are used to group reconciliation accounts for reporting. The report groups are separated by structure and all accounts within the group must have the same account type.

  1. Select Report Groups.
  2. Click Create.
  3. Specify this information:
    Report Group
    Specify a name for the report group.
    Description
    Provide a description.
    Account Type
    Select an account type. The reconciliations that are assigned to the report group must have the same account type as the report group.
  4. Click Save.
  5. To assign the account to a report group, perform these steps:
    1. Open a report group.
    2. On the Structures tab, select a structure
    3. On the Reconciliation Accounts tab, click Assign Account To Report Group.
    4. Select the accounts to assign to the report group.
    5. Click Assign Account To Report Group.