How do I add a customer to a reporting group individually?

Last modified at May 25th, 2020

So you setup a reporting group based on the related article How to setup Customer Reporting Groups? but you either forgot a customer or time has passed and need to add new customers. How do I get them added to the reporting group?

Go to the Customer Maintenance button at the top of Decor and search the desired customer. Once in the customers properties, look on the right hand side of the screen.  You will see a section near the bottom called Reporting Groups. In this section, click in the first blank row and a drop down will appear with all available reporting groups. Select your desired group then click OK to save changes. This customer will now be part of that reporting group.


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