Defining a reporting group

  1. Select Tools > Reporting Group > New Reporting Group. The Reporting Group form is displayed.
  2. Specify this information:
    Group Name
    Specify a unique group name. The maximum character allowed is 100.
    Description
    Specify a description for the group. The maximum character allowed is 240. This description can be retrieved by using the Excel function =SMGRPDESC() by passing the Group Name as an argument.
  3. Click Save.
    This graphic shows the Excel function used to retrieve the Group Description: Business tax and surcharge example