Copying a Report Group

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the Parts list, click the General link and select Report Groupings from the drop down list.

   
   

   Configuration Quick Links screen

3. The Report Groupings screen will appear.

   
   

   Report Groupings screen

4. On the Report Groupings screen, fill out the appropriate fields and click on the Go >> link.
   The Report Groupings screen will refresh listing the generated search results.

   
   

   Report Groupings screen

5. Click on a Vendor or Sale Account.
   The Report Groupings screen will appear.

   
   

   Report Groupings screen

6. On the Report Groupings screen, click on the Copy button.
   The Report Groupings screen will refresh allowing you to add additional information to the new report group before creating the new copy.

   
   

   Report Groupings screen

7. Once you have fill out all the desired fields click on the Save button to create the new report group.