Add a Report Template to a Report Group

ClosedTo get started using My Reports
  1. Create a report group.
  2. Save the reports you want to include in the report group.
  3. Add your saved report templates to your report group (if you did not do this when you saved the template).
  4. Batch-generate your reports.

To add a report template to a reports group in My Reports:

  1. In the Home window, open the Report Centre. Select My Reports and click Open My Reports.
  2. Click Set Up Report Groups.
  3. Click the Report Lists tab.
  4. Select the Group you want to add the report to.
  5. In the Reports That Do Not Belong To This Group list, select the report you want to add to the group and click Select. To add all listed reports to the group, click Select All.
  6. Click OK.

Published: June 21, 2016
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