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Create custom Groups/Pre-sets for Reports
Create custom Groups/Pre-sets for Reports
Zoe Fuller avatar
Written by Zoe Fuller
Updated over a week ago

1. Click "Reports"

2. Select a Report

3. Click "Filter by company"

4. Click "Manage Groups"

5. Click the "Enter Group Name..." field.

6. Click "Select Companies".

7. Click the Companies you wish to include in the Pre-set.

8. Click the plus button.

9. To view a Pre-set Click "Reports"

10. Click on a report.

11. Click "Filter by company"

12. Click the Pre-set/group name.


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