Settings

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Navigation:  General Functions > Reporting > Groups >

Settings

When adding/editing a report group, the following settings are among those available:

 

Title

The text that will display, hyperlinked, in the group selector area when viewing the reports page.

Description

Allows a more descriptive name.  When choosing an icon to represent the group, the description will appear when hovering over the icon.

Icon

Allows you to define a picture that will display for selecting the group.  When an icon has been specified, it will display instead of the hyperlinked title.  The icon will also be hyperlinked and allow selecting the group by clicking on the icon.  You can mix titles and icons - some groups may be defined with titles while others may be defined using icons.  When defining a group using an icon, be sure to upload a picture that is already in the proper dimensions.  

Minimum access

The minimum access required to "see" the group.  The user must have at least the access specified for the group to display for selection.  If the user has sufficient access to see the group, then the user will be able to see all reports that have been placed into the group - regardless of the individual minimum access defined for each report.

Reports

The list of reports associated with the group.  A report may be a member of zero or more groups.  When report groups have been defined, the only reports that will be visible to the user are those that have been associated with the group(s) that the user can see.