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Report Groups

An introduction to Report Groups

A
Written by Ashok P
Updated over 2 weeks ago

Report groups allow you to save time by creating report packages consisting of multiple reports. By default, all reports are automatically concatenated into one file, creating a "combined report."

You can add, edit, and clone report groups from the Report Explorer interface.

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Add Report Group

To add a report group:

1/ Click the Group icon in Report Explorer.

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This will open the Add Report Grouping form.

2/ Enter a name and description for the group.

3/ Select the reports you want to add to the group. They will be added to the Selected Reports section

4/ You also use the left and right arrow buttons to add or remove reports to the group.

5/ You can use the Up and Down buttons to put the reports in the order you want them in the combined report.

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6/ You can use the Page Display dropdown to select your preferences for each report in the report group.

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There are some Report Settings for report groups that will allow you to set some preferences.

Run Report Group

To run a report group from Project Explorer or Project Editor, click Run Reports > Groups.

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You can share report groups with other users via the Import/Export Reports functions.

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