Editing 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, you may edit any of the available fields within the selected report group.

7. Click the Save button to save any changes made to the report group.
   - or -
   Click the Save & Next button to save any changes made to the report group and continue to the next report group on the list.