Groups

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Groups

Reports can be arranged in groups.  Setting up report groups requires administrative access.  Any reports visible to the administrator setting up the group can be added to the group.  Once the group is established, any report in the group will be visible to any user who has sufficient access to see the group (the group itself is assigned an access level when it is established).

 

A report group may be specified as ‘Is Interactive’ upon creation. Interactive report groups are capable of being displayed on a user’s dashboard under ‘Interactive Reports’, so long as the user has sufficient access. When creating an interactive report group, it may be helpful to note that the title of the group will display on the title bar on the dashboard, and the description of the group will display as a mouse-over tooltip.

 

When report groups have been defined and at least one is visible to the user (given the user's current access level), then the user interface changes.  An area where the user can select a report group will be displayed.