How do I setup Customer Reporting Groups?

Last modified at May 14th, 2020

Sometimes you need to be able to group your customers into groups for reporting purposes. Thankfully, Decor Fusion has an option to do this built in! To access reporting groups go to Edit and then Software Settings. From there expand the Customer section and then select the Reporting Groups option.

From this area, click the New button. The next screen will have a Name field and and grid to enter your customers.


In this grid you can search by customer number or click on the three dots to bring up a larger customer search. From this customer search you can either find and select specific customers, or bring up a large set of customers by selecting the first line then holding the shift key down and selecting the last line to select a large group of customers. Once all desired customers are selected, click OK to add them. 

Once you are finished adding customers to you group click OK to save the reporting group.


NOTE: See the related article How to add a customer to a reporting group? below to see how you can add a customer to an existing reporting group from the customer properties screen.


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