Report group

A report group is a structuring method you can use to classify a group of locations. You must have at least one report group per company in order to conduct a physical inventory assessment.

In addition to conducting physical inventory, you can use report groups to classify locations for reporting, inquiry, and processing purposes.

When you specify a report group in inquiry or report programs, you access only the information related to the locations within that report group.

Example of report group usage

Company A has six locations that are assigned to two report groups. Locations 1, 2, and 3 are assigned to a report group called WEST. Locations 4, 5, and 6 are assigned to a report group called EAST.

Company A also uses total groups to categorize report totals within a report group by assigning total groups to locations. For example, within the West report group, Locations 1 and 2 are assigned to Total Group A, and Location 3 is assigned to Total Group B.