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

  1. Click on the "Households" 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.
      2. Enter a name and description for the new group.
      3. Click "Save".