Reports - Group Management

Create a group
Allows you to create a custom group of fields in a campaign to report on:
 * 1) Choose the campaign to base the report on
 * 2) Name the Group (Report) - Save and Continue
 * 3) Choose the users/agents you wish to base the report on
 * 4) Choose the outcomes
 * 5) Choose the fields
 * 6) Reorder the fields in the report if you wish to do so
 * 7) Continue with more filtering of fields if required
 * 8) Complete the Group

Edit a group – Primary Details

 * 1) Choose the campaign and the report you wish to edit
 * 2) Change the field names on wish to report on if you wish and save the report. The report will now output the new updated fields that were chosen.

Edit a group – Users
If you do not select any users all records will be returned, if you select users, the records associated with these users will not be returned.
 * 1) Choose the campaign
 * 2) Choose the report

Edit a Group – Outcomes

 * 1) Choose the campaign
 * 2) Choose the report
 * 3) Choose the outcome(s) from the list you wish to edit

Edit a Group – Fields and Outcomes

 * 1) Choose the campaign
 * 2) Choose the report
 * 3) Use the check boxes to select which fields you would like to edit

Edit a Group – Grouping Parameters

 * 1) Choose the campaign
 * 2) Choose the report
 * 3) Create the grouping options to enable the building of specific groups.
 * 4) The more options used, the more focused the group.

Delete – A Group

 * 1) Choose the campaign
 * 2) Choose the report you wish to delete
 * 3) This action is permanent
 * 4) Select Filter Fields
 * 5) Choose the campaign
 * 6) Select the field names you wish to filter from the data reports