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Step-by-Step Guide to Creating a Group from All Households Report and/or Aging Report

1. Click on the "HouseholdsOccupancy" button in the header navigation bar.
2. From this point, you can use the filters feature to narrow the households list down to a specific set based upon account type (tenant, applicant, inactive), program, or project.
3. After the households list has been filtered to your choosing, click the "Create/Add to group" button.
4. You will be prompted to choose whether you wish to use these households for a new group, or to add them to a pre-existing group. 
   1. Create New Group - 
      1. Select the first bubble in the prompt.
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      2. Enter a name and description for the new group.
      3. Click "Save".
   2. Add the households to an existing group -
      1. Select the second bubble in the prompt.
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      2. Click the dropdown, and then select the existing group you wish to add the households to.
      3. Click "Save".
5. Success! The new and/or updated group has been saved. Now you can perform bulk actions with your group. See Bulk Same Transactions for guides on how to create a group letter, or post a bulk transaction.

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