Setting Up a Report Group
Creating report groups is the third step in generating custom reports. A report group enables you to group individual reports together for Task Manager so that you can organize reports in folder structures.
Note:
Nested Report Groups are not supported.After a report group has been created, you can modify it if necessary. You can duplicate a report group but its name must be unique. You can also delete a report group, however, deleting a report group deletes all reports associated with that group.
To create report groups:
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From the Home Page, click Application, and then click Task Manager.
- Select the Task Manager Reports tab on the left.
- From the Report Groups tab, click New.
- In the New Report Group window, 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 if you want this report group displayed to the user.
The Display to User option 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 using the Move icons .
- Click Save and Close.