Creating a Report Group
Creating report groups is the third step in generating custom reports. A report group allows you to group individual reports together.
Once a report group has been created, you can go back and modify it, if necessary. You can also delete a report group however, deleting the report group deletes all reports associated with that group. You can also duplicate a report group and it's name must be unique.
Note that even if a user has access to only one report group, it still shows on the Reports list.
To create report groups:
- From Home, select Application, then Report Configuration.
- Select Report Groups, then Actions, and then New.
- Select New Report Group, then in New Report Group, enter:
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Name
Enter a group name for the group of reports.
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Description
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Display to User
Select Display to User if you want this report group displayed to the user.
Display to User enables report writers to have a group of reports hidden while they are working on them.
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- On the Reports tab, reorder or edit reports that have been added to the report group.
- Click OK.