Report Groups are used to generate a group of commonly used reports so you can access them at ease, without having to go through the entire report list. You can save multiple groups and preview, and print any reports from it.
• To create a report group:
28. Follow the menu item sequence … File | Reports | Report Group.
29. Click the Setup Group Button to browse or add a new group.
30. Click Add to add a new group, and then give this group a desired name.
31. Click Save to save the new group, then you will be taken to the Choose Report for Group Screen where you can add/remove reports to it.
32. Select the reports you wish to include in this group by clicking on them.
33. Move the reports you wish to add/delete from your report group by selecting the Arrow Buttons.
34. Close the Choose Report for Group Screen when the reports have been added.
NOTE: You must select at least one report per report group.
35. If you wish to edit the group again, click the Setup Button, else close the Report Group Setup Window.
36. In the Report Group Launcher Screen, to view the reports of a group, click on the Plus Sign next to the group name.
37. When you click on a report then the Preview Report, Print Report, and Print Group Buttons become active.
38. The Preview Report Button allows you to view/edit the search criteria for the selected Report.
39. The Print Report Button allows you to print the selected report.
40. The Print Group Button prints all the reports in this group.
41. To exit the Report Group Launcher Screen, click Close.
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