Groups

The Groups tab is used to identify the way in which the printed report will be grouped. Groups are further sub-headings within a report (for example, a report may display grouped headings based on broker names (Broker A, Broker B, Broker C) or the application stage (i.e., Awaiting Client Financials, Awaiting Approval, etc.)). The default report groups for the selected report are automatically displayed in the Report Groups list.

The Groups tab is divided into three sections:

• Groups: Displays the available field groups.
• Fields: Displays the fields available for a selected group.
• Report Groups: The sub-headings available within the report that can be changed.

To Change the Default Grouping for a Report

1. From the Groups list, select the required field group. The Fields list will update.
2. From the Fields list, select the required field to group on.
3. Click the Edit Group button (). The Report Groups list will update.