A Report Group is a label or group tag used to help organize your list of reports. A Report Group is assigned when uploading a new report or editing a report definition in the application. The Report Group is utilized when browsing and searching the report list. A few general purpose report groups are pre-populated in the application. The list may be customized to meet the needs of your institution.

 

To add new Report Groups, perform the following:

 

1.Click the Setup tab.

 

2.Click the Master List option.

 

3.Select Report Group from the drop-down menu. A list of existing Report Groups is displayed.

 

4.At the bottom of the list, enter the name of the new Report Group to be added.

 

5.Enter a description if desired.

 

6.Click the Add button to add the new group to the list.