EDI Viewer - Report Group 1 Maintainance

The Report Group 1 Maintainance window is used to enter and edit Reporting Groups.

Report Group 1 is designed to be 2 levels above cost center for reporting purposes. The heirarchy would be:

  1. Report Group 1
  2. Report Group 2
  3. Entity Cost Center

Report Group 1 can be configured to any name you choose, e.g. District, Area, etc.

   
To add a new Report Group 1, you can the following:
  • Right-click your mouse to get a popup menu and choose add or insert.
  • Press the shortcut keys, CRTL and A (add).
  • Click the edit menu at the top of the screen and then choose add or insert.
To delete a Report Group, click on the Report Group and do any one of the following:
  • Right-click your mouse to get a popup menu and choose delete.
  • Press the shortcut keys, CRTL and D.
  • Click the edit menu at the top of the screen and then choose delete.
  • Owner / Lessee cannot  be deleted if linked to an entity or invoice.
To Print, click the Print toolbar button or choose Print from the File menu.