Creating Groups of Reports


To create a group of reports to run regularly:

  1. Create reports to be run in the group.  For each one, decide whether they should run without further filtering using the Run Report without a User Interface option.
  2. Using the Administrative > Manage Reports Menu, select Create Group.
  3. Name the group as desired.
  4. Using the Move Up/Move Down/Move Right/Move Left buttons, move the group to the desired location in the hierarchy, then move the newly memorized reports under the group.
  5. Optionally, add a Run All button under the group.

enlightenedThe Run All command will apply to the group under which it is located.  If it is at the top of the hierarchy, it will run ALL!

 

Updated on Tue, 14 Sep 2021 by Angela Chiaravalle

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