Support Center

What are Client Groups?

Last Updated: May 07, 2015 10:33AM PDT
Client groups are a way to classify and sort your clients when you run reports.  You can also use Client Groups to bulk excuse people.  To set up Client Groups, begin in your Settings tab.
 

Scroll down to Client Groups.  Set these up as you would like to see them sorted.  Some commonly used groups are Male/Female and location.
 

To use the Client Groups to run reports, begin in your Reports.  Click Detailed Call Report.
 

In the Detailed Call Report page, choose your desired date range, Testing Profiles and the Client Groups you'd like to run reports for.
 

You can also use Client Groups to excuse clients on certain days.  You can view detailed instructions on how to excuse Client Groups here.

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