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:

  1. From Home, select Application, then Report Configuration.
  2. Select Report Groups, then Actions, and then New.
  3. Select New Report Group, then in New Report Group, enter:
    • Name

      Enter a group name for the group of reports.

    • Description

    • 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.

  4. On the Reports tab, reorder or edit reports that have been added to the report group.
  5. Click OK.