Guide to Creating Groups

Step-by-Step Guide to Creating a Group from Grouping Page

1. Click "Groups" in the header navigational bar.
   
2. Click the "Create New Group" button.
   
3. Enter a name and description for the new group.
   
4. Click Save.
5. You will then be navigated back to the groups list view. Click on the name of the group you just created.
6. Search for households you wish to add to the group, then click "Add Group Member". 
   
7. The new member will appear in the in the group detail list. From there select an account for each member you add. 
8. Success! You have successfully created a new group.

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