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Creating and Modifying Reporting Groups: The All Members Panel

The All Members panel lists all accounts included in the reporting group—both direct members of the selected Household and indirect members (direct members of reporting groups that are assigned to the Household). You can use this read-only page to get a complete picture of all accounts assigned to the reporting group.

This panel is available under the Membership menu when you edit a reporting group on the Accounts page. For more information on editing reporting groups, visit Creating and Modifying Reporting Groups.