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
• Undeleting a Report Group

Overview

Report groups can be applied to any element level report. When applied to an element 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.

Creating a New Report Group

1. In the  Main Menu, go to  System Settings and select Report Groups.
2. Click the  Add New Report Group button at the bottom left.
3. Enter the new report group details.
   • Name: The name of the report group. This will appear as the field name when generating the report after a report group has been activated.
   • Element Type: The type of element that this report group will be configured for.
   • Include Mode: This will determine where the report will attach when you activate this report group on a report. The options are Before First Page (if you want the report group report to appear first in the PDF), or After Last Page (if you want the report group report to appear last in the PDF).
4. Click ADD.

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 the checkbox from the list. 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. In the  Main Menu, go to  System Settings and select Report Groups.
2. Double-click the report group that you want to edit.
3. Edit the report group details.
4. Click OK.

Enabling a Report Group on a Report

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

1. Go to the  Main Menu and select  Reports.
2. In the Show Only filter located in the footer, choose Element Level Reports.
3. Select the  Options Menu of the report you want to add a report group to.
4. Click the Configure Report Groups option.
5. Select the  Add New Group icon.
6. Choose a report group and default report.
7. Click OK. 

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. Go to the  Main Menu and select  Reports.
2. In the Show Only filter located in the footer, choose Element Level Reports.
3. Select the  Options Menu of the report you want to disable a report group.
4. Click the checkbox of the report group and select the  Delete Selected Groups icon.
5. Click OK.

Deleting a Report Group

1. In the  Main Menu, go to  System Settings and select Report Groups.
2. Select the checkbox(s) for the report group(s) you want to delete.
3. Click the  Delete Selected Report Group(s) icon in the bottom left.

Undeleting a Report Group

1. In the  Main Menu, go to  System Settings and select Report Groups.
2. Click the "Show Deleted Only" option in the bottom left.
3. Select the checkbox(s) for the report group(s) you want to undelete.
4. Click the  Undelete Selected Report Group(s) icon in the bottom left.