Create a Report Group

  1. Click Insert Row.

  2. Enter a Display Name, which is the name for the report group that will appear on the Home page. The Display Name is a required field that must be unique and can contain up to 50 characters.

  3. Enter a Description, which is a descriptive name for the report group. The Description field is optional and may contain up to 200 characters.

  4. Select an Access Group. Assign the Access Group based on System > Security > Group settings for the Report Group.

  5. Click Save.

    IMPORTANT: You must save the report group before you can add reports.