Adding Report Groups

Report groups enable you to assemble similar types of reports into one category for ease of use.

  To add a report group:

  1. On the Setup tab, under Reports, select Report Definition.

  2. In Report Definition, select the Report Group tab.

  3. In Report Group, click Add.

  4. In the blank Name field, enter the title of the report group.

    For example, enter “Base Trial Balance Reports.”

  5. In Sequence, enter a numeric value that identifies the display order of the report group on the Report Definition screen.

    For example, to display the Check Report group before the Location Listing group, enter 1 in the Sequence field for the Check Report group, and 2 for the Location Listing group.

  6. Click Save.