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Flexible Solutions, Inc. – GP Reports Viewer

29

REPORT GROUP MAINTENANCE

The Report Group Maintenance window is used to set up groups for organizing your reports. These groups will be available on the Report Maintenance window when setting up a report and will display as report folders on the GP Reports Viewer window. Report Groups can also help simplify setting up security for your reports.

To create a Report Group:

1.

Open the Report Group Maintenance window. GP >>Tools >> GP Reports Viewer >> Reports >> [Report Group Hyperlink]

  • 2.

    The Report Group ID field will automatically populate with the next available number.

  • 3.

    Enter a Description for the Report Group. This is the name that will appear on the GP Reports

4.

Viewer window as a folder name. Click Save.

A few notes about Report Groups:

  • The default Report Group that ships with GP Reports Viewer is called Uncategorized. You can leave this name or change it if you like.

  • If there are no reports assigned to a Report Group, the Report Group will not appear on the GP Reports Viewer window.

  • If a user does not have access to any reports in a Report Group, the Report Group will not appear on the GP Reports Viewer window for that user.

  • If there is at least one report assigned to a Report Group, you will not be able to delete the Report Group.

  • You can rename the Report Group at any time, this will not change any of the reports assigned to the Report Group.

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