Groups can be used in three ways:
Groups can be viewed in List mode by navigating to Data --> Groups, clicking on the group you want to see, and clicking the List option in the circular menu.
This will produce a list of all the records in the list. If your Group is made up of Accounts, then the records you'll see will be Accounts. If your Group is made from Custom Table records, such as Sales Reps, or Opportunities, then the records you'll see will be Sales Rep or Opportunity records, depending on the table your group is made from.
Below is an example of a List view of Accounts. It includes all of the accounts that qualified for this group, and metrics can be pulled into the screen using the Layout menu, in order to assess each of these accounts.
List views are useful for getting a sense of the records in your group, and how they are distributed on particular metrics.
Groups can be viewed in Detail mode by navigating to Data --> Groups, clicking on the group you want to see, and clicking the Detail option in the circular menu.
This will show you summary metrics for all of the accounts in the Group. On the Detail page, you can customize the data panels that show up by using the Options menu above each panel. You can also add more data panels.
Additionally, if you are looking at the Details page for an Account-based Group, you can pull in data from other Tables by clicking the Add Table button. This will allow you to see data from another Table, as applied to this set of accounts. So for instance, you could create a Group of Accounts that have over $1M in closed sales. And then pull in data on the Product table, to see specifically which products those accounts have purchased the most of.
Below is an example of a Group Details page.
Groups can be viewed in Comparison mode by navigating to Data --> Groups, checking two or more Groups you would like to compare to each other, and clicking the Compare Groups button at the top of the screen.
When in Comparison mode, you are able to see the same metrics for multiple Groups at a time in order to assess Groups relative to each other. This is very useful when performing analysis, such as a segmentation analysis, or trying to understand which types of accounts are most profitable.
See this related article for information on how to Create a Group