Customer Group

This tab contains the customer group-related information such as Customer as a Legal Entity, Group Entity, and Financial Information such as the revenue generated.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-10 Customer Group Tab

Filter level	Filter	Filter Type
Dashboard	Search by Customer Name/ID	Keyword search
	Customer Name	Drop-down list
	Legal Entity	Drop-down list
	Line of Business	Drop-down list
	As-of-Date	Date selection
	Currency	Drop-down list
	Amount	Drop-down list

The reports that are generated are detailed in the following table:

Table 3-11 Report Details

Report Name	Description
Customer Group Details	This report captures the customer and the group details such as the group region, entities, turnover, and revenue from the customer.
Customer Group Structure	This report displays the structural and hierarchical view of the customer group and associated entities.