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Creating Reports Across Multiple Site Groups
Many reports that are used by staff cut across multiple site groups. If a user desires to create a nightly (or other regular) report that will report historical activity from multiple dealers to staff.
- Create a Site Group for this purpose (sites can be connected to multiple Site Groups).
- The UL Certificate accounts could be connected to this Site Group in addition to the Dealer Site Group.
- Then, set up a Report Distribution for the contact that is to receive the report.
