Read more on why Reporting groups are important and some examples here.
How to Create a Reporting Group in Nexus
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Open Nexus
Log in to your Nexus account. -
Navigate to Teams
From the main menu, select “Teams.” -
Go to Reporting Groups
On the Teams page, click on the “Reporting Groups” tab. -
Add a New Reporting Group
- Click the “Add” button.
- Enter a Group Name.
- Optionally, add a Reference and/or Description to help identify the group.
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Assign Managers
Select one or more Managers who should have access to all members within the group’s teams.
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Create the Group
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Click “Create” to finalize the initial setup.
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Add Teams or Groups
- Under the Groups section of your new Reporting Group, click “Add.”
- Use the search bar to find and select the teams or existing groups you want to include.
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Save Your Changes
Once all desired teams or groups are added, click “Save.”