How To Create Reporting Groups

This feature is part of the Standard Plus, Plus, and Premium subscription levels. NOTE: Only Martus Admins can create and edit reporting groups. Any non-admin can use reporting groups that match their dimension restrictions.

Click Here for a more in depth review on Managing and Using Reporting Groups.

Reporting groups are used to define combinations of accounts and dimensions. Reporting groups can then be used in the following reporting and budgeting areas of Martus.

• SPWs - Use reporting groups within Global or Worksheet SPWs to calculate budget amounts based on the amounts currently budgeted for those combinations of accounts and dimensions. 
• ReportBuilder - Use reporting groups in reports, sections, rows and columns to filter a custom report.
• Reports - Use reporting groups to filter most standard financial and budget reports in Martus.

How To Create Reporting Groups

Editing and Uploading Reporting Groups