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:
Enter a group name for the group of reports.
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.
- On the Reports tab, reorder or edit reports that have been added to the report group.
- Click OK.