Create a report group

A report group is a collection of 2 or more memorized reports that are scheduled to run at the same time. You can add a report group, or edit information for a specific report group, on the Report group Information page.

When you create a report group, it is accessed and run from the Reports center. Unlike individual reports, report groups aren't added to or run from application menus.

You can schedule reports from report groups in the same way you schedule a report.

Create a report group

When you create a report group, you give it a unique name and select the reports to be included in the group.

1. Go to Reports > Setup > More > Report groups.

2. Enter a unique report group Name.

   Names should contain letters and numbers, and can contain single spaces or dashes. Generally, special characters shouldn't be used for report group names.

3. Optionally, enter a Description.
4. To continuously number the reports in the group, select Sequential page numbering.
   For example, if the first report ends on page 3, then the next report starts on page 4, and so on for all the reports in the group.
5. To make the report group available to other users who have permission to the memorized report groups, select Public.
6. Optionally, add a Footer text for the report group that overrides any footnote set in a group member. If you do not enter a footnote here, each report defaults to its own footnote, if any. A footnote can include up to 400 characters.
7. To create a group footnote at runtime, select Prompt on run.

Add members to a report group

You can use cover letters in your report group information. To learn more, see cover letter templates.

1. Add 1 or more reports as members to the group.

   • To add a report as a Member, go to the Members section, select Caret down on the first empty line in the list, then select the report from the list of memorized reports. If all the lines are used, select Add at the right of the last item to add a new line.
   • The reports you choose appear in the Members list. To rreorder them, grab and hold Move on the left and drag it to the desired location.
2. To include a cover letter, select the Cover letter and Cover letter reporting period.

3. To continuously number the reports, select the Sequential Page Numbering checkbox.

   For example, if the first report ends on page 3, then the next report starts on page 4, and so on for all the reports in the group.

4. To remove a memorized report from the group, select it in the Members list and select Delete (Trash can).

Report group ownership

By default, the user who creates the report group is listed as the Report owner. The report group can be edited and used by the report owner, as well as any users with limited or full administrator privileges. If the report group is Public, the report group is available to users who have permission to memorized report groups.

A report group can be edited and used by the report owner and any users with administrator privileges. You can reassign ownership to report to any user with the correct permissions.