Create a reporting group

With reporting groups, you can combine CP codes for billing purposes.

  1. On the Reporting Groups tab, click Create Reporting Group.

  2. 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.

  3. Click Save.

Here's a recipe for this use case in API:


Did this page help you?