Client Groups

Learn how to enable Client Groups, create groups, assign clients, and use them in reports for consolidated data analysis.

Step-by-Step Setup

Step 1: Enable Client Grouping in SIBRO

By default, client grouping is disabled. To enable it:

1. Go to Settings > Organization > Organization Master.
2. Look for the Grouping Of Client option.
3. Enable client grouping.
4. Click Save to apply changes.

The Client Group feature will now appear in the Client Master.

Step 2: Create a Client Group

Now, you can create groups (e.g., Tata Group, Adani Group).

1. Go to Settings > Policy > Client Master > Client Groups.
2. Click Add Client Group.
3. Enter a Group Name (e.g., Tata Group).
4. Click Save.

Repeat this for all required groups.

Step 3: Assign Clients to a Group

After creating groups, link individual clients to them.

1. Open Client Master and select a client (e.g., Tata Motors).
2. Look for the "Client Group" dropdown.
3. Select the relevant group (e.g., Tata Group).
4. Save the changes.

Repeat for all clients that should be part of a group.

Using Client Groups

Once configured, at Apply filter > Client Name, you can filter by either Individual client names or Client Group names.

For example, if you filter by Tata Group, the report will include data for Tata Motors, Tata Chemicals, Air India, etc.

Key Benefits

• Simplified Reporting: No need to select multiple clients manually.
• Consolidated Data: View combined results for an entire business group.
• Time-Saving: Faster filtering for large organizations with subsidiaries.

When Not to Use Client Groups

• For unrelated clients with no business connection
• When reports require individual client-level data only (e.g., have retail customer only)

Troubleshooting & Tips

• Client Group option not visible?
  Ensure "Grouping Of Client" is enabled in Organization Master.
• Clients not appearing in group reports?
  Double-check that clients are correctly assigned to the group in Client Master.

Conclusion

Client Groups in SIBRO help streamline reporting for organizations with multiple entities. By enabling grouping, creating logical clusters, and assigning clients, you can generate consolidated reports efficiently.

Try it out and see if it resolves your reporting challenges!