- From the Home Page, locate the Group Report box and click Create Group Report.
- Note that the type of report will default automatically in the drop-down menu.
- Name your Group Report. (Your report must have a name in order to save your results.)
- Enter a name in the Presented By field. (Both the Group Name and Presented By will appear on the report cover.)
- Add participants to your group. Use By Search to search by first name, last name, or email, then click Show Results. Your search results will appear at the bottom of the page.
- Click Add to Group to add each participant to the group report.
- Save Changes allows you to continue working on your list.
- Create Group Report will generate and save your report. (Once a report has been created, it cannot be altered or changed in any way.)
- Abandon Group allows you to erase all progress and create a new report. Note that once a report has been created, it cannot be abandoned.