Adding to a reporting group

There are three different methods you can use to assign COA codes to a Reporting Group.

• Select a cell or multiple cells that have Excel functions SMDESC, SMGL, SMGLBAL, and SMGLTRAN, then right-click to access the Add to Reporting Group menu.
• Select a cell that has an Excel Function SMGRPDESC, SMGRPGL, and SMGPGLBAL. Right-click and select Modify Reporting Group. The Add To Reporting Group window is displayed. Make any changes you wish and click Apply to keep the changes.
• Select Tools > Reporting Group > Add to Reporting Group.