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