Course 3 Videos: Account Groups - 24 minutes

Our account groups allow scalability in reporting on different combinations of accounts for your needs. Course Length - 0:24:12

This course will cover creating fields for organizing accounts, filling those fields with appropriate values, and incorporating group data into reports and dashboards.

How to Organize Your Accounts 0:04:59

How to Create Account Groups 0:05:01

How to Associate Accounts with Account Groups 0:07:00

How to Create a Roll-up Report 0:05:19

How to Create a Roll-up Dashboard 0:01:53