Create a reporting group
With reporting groups, you can combine CP codes for billing purposes.
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On the Reporting Groups tab, click Create Reporting Group.
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In the New Reporting Group window:
a. Enter a name for the reporting group.
b. In Group, select the access control group.
c. In Available Contracts, select a contract for the reporting group.
d. In CP code in Contract, select one or more CP codes you want to include in the reporting group.
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Click Save.
Here's a recipe for this use case in API:
Create a reporting group
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Updated over 3 years ago