Groups Document

The Group Document detail report is a detailed listing of all group information for each group in client group name, number, partner, manager, type (e.g., active, inactive, prospect), or year end order.

Note: This includes credit information entered on the Billing Info tab in the Groups dialog.

The Group Summary report provides a summary listing of group information for each group in client group name, number, partner, manager, type or year end order.

Other Group reports display group information in group number order or contact number order.

To print one group report per page, select the Include one group per page option in the Company Profile - Documents tab.

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