Configuration: Report Groupings
Use the Report Groupings screen to set up a new report group or edit an existing report group.
To open the Report Groupings screen, from anywhere within IntelliDealer , navigate to Configuration > Parts> General> Report Groupings.
The fields appear on the Report Groupings screen are:
| Field | Description |
|---|---|
| Vendor or Sales Account |
Enter the vendor or part sale account you wish to include in the grouping value. Vendors or sale accounts you wish to create a separate report for, should be excluded. |
| Location | The branch location where the vendor or part sale account grouping will occur. |
| Grouping Value | Group vendors or part sale accounts together into a single grouping value in order to create a consolidated report. Each vendor or part sale account with the same grouping value will appear on the same report. |
| Active for System |
Controls whether the report group is active for use within the system.
|
The buttons completes your work on the Report Groupings screen are:
| Button | Function |
|---|---|
| Save | Saves changes made on the Report Groupings screen. |
| Copy |
Creates a copy of the report group. This button appears only by accessing the Report Groupings screen by clicking on a Vendor or Sales Account. |
| Save & New |
Saves a newly added report group and refreshes the Report Groupings screen, allowing you to add another report group without closing the screen. This button appears only by accessing the Report Groupings screen by clicking the Need to create a new report grouping? Click here to add link. |
| Save & Next |
Allows you to save any edits/changes made to the selected report group and scroll through to the next report group in the list to apply any edits/changes. This button appears only by accessing the Report Groupings screen by clicking on a Vendor or Sales Account. |
| Close | Closes the Report Groupings screen without saving changes and returns to the Report Groupings screen. |