Step One: Create Group Categories

Video Version

Open Rates from the home page if you have added the shortcut, or from any screen, choose Rates from the Settings menu. 

The Rates page defaults to the Rate List.

Click on Group Categories List under the Rate Settings menu on the left. Edit by clicking on the name in the Category column, or create a new category with the green New button.   

Fill in the blanks and click Save.  The Report Group Title will be used when generating operational reports.

Video Version