Groups (Report Groups) Tab

The Groups tab of the Report Setup window allows you to define the report groups in which the current report should be displayed. There are two sub-tabs, allowing you to select Base Report Groups and Custom Report Groups.

Report Groups that include the current report are selected and shown with green text.

Base Report Groups represent logical groupings of reports, typically associated with a WorkCenter, such as Asset Reports, or Purchase Order Reports. Work Order Groups are further divided for easier access, such as Work Order (Open) and Work Order (Closed) Groups. It is unusual to modify inclusion in Base Report Groups, as they are closely related to the type of data included in the report, but the capability does exist.

Custom Report Groups allow reports to be organized based on any criteria important to your organization. Report groups can be made for specific users or groups of users, to provide them with expedient access to particular reports. As such, it is more common to modify inclusion (or exclusion) from custom report groups.

At least one report group must be specified as having access to each report. Changes to report groups are not saved if no report group is selected.

Specify the report groups in which the current report should be included:

1. Select the Base Groups sub-tab.

2. View the report groups to which this report currently belongs, and modify as needed.

   It is unusual to modify inclusion or exclusion in Base Report Groups.

   • To include the report in a report group, select the check box for the report group.

   • To exclude the report from a report group, clear the check box for the report group.

3. Click the Custom Groups sub-tab.

4. View the custom report groups to which this report currently belongs, and modify as needed.

   • To include the report in a report group, select the check box for the report group.

     You can create a new custom report group.

   • To exclude the report from a report group, clear the check box for the report group.

5. Click the Apply button.

   The Report Preview window opens. If you accessed the Report Setup window from the Report List, you are returned to the Report List.