How to Create Groups for Group Reporting

Groups help you segment your team for reporting purposes. Learn more about creating groups and group reporting.

 

On this page:

How to create groups

How to edit groups

How to remove groups

Group reporting

How to create groups

To create a group:

1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
2. Click Actions > Manage Groups
3. Click + Add group
4. Type a name in the "Group name" text field
5. Select the (active) users you'd like to add to the group
6. Click Add

You can add sales reps to multiple groups, depending on how you'd like to do your reporting.

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How to edit groups

To edit a group:

1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
2. Click Actions > Manage Groups
3. Click to view either Active or Inactive groups
4. Click the pencil icon next to the group you would like to edit
5. Select either Active or Inactive to reactivate an inactive group or make an active group inactive
6. Under Manage Group Members, hover over a user you would like to remove from the group and click the X
7. Under Add Group Members, click to select existing users you would like to add to the group
8. Click Done

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How to remove groups

To remove a group:

1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
2. Click Actions > Manage Groups
3. Click the pencil icon next to the group you would like to edit
4. Select to make the group Inactive 
5. Click Done

To reactivate a group:

1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
2. Click Actions > Manage Groups
3. Click to view Inactive groups
4. Click the pencil icon next to the group you would like to reactivate
5. Select to make the group Active
6. Click Done

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Group reporting

Group reporting is available in all of commonsku's reports.

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