You may assign a group for different accounts. For example the agent falls
under 'Agent' group. We may create multiple groups and add various
accounts under that for reporting.
Let's take an example. I want to make groups of my customers based on
their areas. For that I create different groups with area names and further
put accounts under relevant groups. So first you have to create new
Group.
You may create a group by clicking 'Master' -> 'Others' ->'Define
Group' as shown below:
After clicking on 'Add' button following screen shall appear:
Enter the group name and click on 'F7: Save' button.
Then you may assign this group to any account already created or while
adding a new account as shown in the picture below:
You may derive various reports based on groups where ever range of
accounts may be selected. See help topic Range of Accounts