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Step-by-Step Guide to Creating a Group from All Households Report and/or Aging Report
- Click on the "Households" button in the header navigation bar.
- 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.
- After the households list has been filtered to your choosing, click the "Create/Add to group" button.
- 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.
- Create New Group -
- Select the first bubble in the prompt.
- Enter a name and description for the new group.
- Click "Save".
- Create New Group -