Report Groups

• Overview
• Creating a New Report Group
• Editing a Report Group
• Enabling a Report Group on a Report
• Disabling a Report Group on a Report
• Deleting a Report Group

Overview

Report groups can be applied to any instance level report. When applied to an instance level report, a report group allows you to choose other reports that can be attached to the original. For example, a report group can be enabled that has the option to attach a credit card authorization static report to the end of any PDF. If you assign that report group to Quote Look A, then any time you generate Quote Look A you will see the option to attach the credit card authorization static report.

Information about report groups begins at 15:10 in the video below.

Creating a New Report Group

1. On the System Settings menu, click Report Groups.
2. Click Create New Report Group in the Workbench Menu.
3. Enter the new report group details.
4. Click CREATE.

After you create the new report group, you will see two new options appear: Available Reports and Default Report. You can choose multiple reports in the Available Reports section by selecting one from the list then clicking ADD. Any report you choose will be available when you activate this report group on a report.

You can only choose one report in the Default Report section. Whatever you choose will be the default report that is selected when you activate this report group on a report.

Editing a Report Group

1. On the System Settings menu, click Report Groups.
2. Double-click the report that you want to edit.
3. Edit the report group details.
4. Click UPDATE.

Enabling a Report Group on a Report

With a report group created, you can now enable it on any instance level report.

1. On the System Settings menu, click Report Preferences.
2. Double-click the report for which you want to enable a report group.
3. Click the ENABLE REPORT GROUP button.
4. Choose a report group and default report.
5. Click OK to add the report group.
6. Click UPDATE. 

After enabling a report group on a report, you can open any element that has the report enabled (see Enabling Instance Level Reports) and click on that report. When the report options window appears, you will see the report group name and a list of reports to choose from (that you enabled in the report group settings). When you choose a report from the report group list, that report will attach to the PDF before or after, depending on the report group settings.

Disabling a Report Group on a Report

1. On the System Settings menu, click Report Preferences.
2. Double-click the report for which you want to disable a report group.
3. Click the report group name. (Notice how the report group name will highlight green as you hover over it. This means you can click to edit it.)
4. Click the DELETE button.
5. Click UPDATE. 

Deleting a Report Group

1. On the System Settings menu, click Report Groups.
2. Double-click the report group that you want to delete.
3. Click the Delete Report Group in the Workbench Menu.