This guide will show you how to use Report Groups to organise reports.

Overview

A Report Group is a collection of related reports e.g. absence reports. When running a report this assists in the location and subsequent identification of the report that you wish to use
There are a number of Report Groups in HR already which hold the standard reports in groupings
The Report Groups screen lists the groups and details the number of reports in each group
Reports that your organisation has created can be housed within an existing group or placed in a new group and reports can be moved from one group to another as required

Note:

To make changes to the Report Groups you will need access to the appropriate page. For more information on Page Access see the linked guide
The ‘All’ Report Group has every report in it irrespective of whether the report is also in a separate group

View the contents of a Report Group

Click Reporting/Reports > Report Admin > Report Groups
The screen will display a list of the Report Groups
Clicking on the name of a group will open it and display the Description of the group, the associated Icon and the number of reports in the group
Clicking on the icon adjacent to the number will display a list of the reports in the group

Click Reporting/Reports > Report Admin > Report Groups
Click Insert New Record
Enter a Description for your report group and use the search magnifier to select an appropriate image
Click Save

Note: Your new report group will not appear on the ‘reporting’ page until it contains at least one report.

Click Reporting/Reports > Report Admin > Report Groups
Find the report group you need and click on the description
You can now rename the Description, change the Icon, see the attached reports or delete this group

Note: Deleting a record group does not delete the reports themselves. The reports will still be accessible from the ‘All’ group.

Click Reporting/Reports > Report Admin > Report Groups
Click on the report you wish to move, you will be presented with a screen providing various information about the report
Click Edit Settings
The Report Designer wizard will be presented. Click Next through to the final stage of the wizard
From this screen the Report Group can be selected
Use the magnifying glass to search for your new Report Group
Click Save

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