The Group View module helps users manage and monitor client groups, partnerships, or branches within a centralized system. It provides a tabular interface for viewing group-related data and enables filtering, searching, and exporting capabilities.
Filter Bar
- Report Filter: Dropdown to filter by group type or reporting criteria (e.g., All, Assigned, Unassigned).
- Group Status: Dropdown to filter groups by status: Active, Inactive, or All.
- Group Nos: Displays the count of groups being shown (e.g., Group Nos - 0).
- Search Filters: Fields to search by:
- Name: Partial or full match for group names.
- Category: Dropdown to filter based on group categories (e.g., Partner, Branch, Individual, etc.).