Report Groups

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. There are general-purpose report groups that are pre-populated in the application. The list may be customized to meet the needs of your institution. 

Add Report Groups

  1. Click the Reporting tab.
  1. Select Report Groups
Report Groups can be accessed on the Settings tab, clicking Master List, and selecting Report Groups from the drop-down menu.
  1. Click Add.
  1. Enter Name.
  1. Enter Description (optional).
  1. Click Ok to add the new group to the list.

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