You can group report definitions to generate multiple reports at the same time.

To create, modify, delete, and generate report groups, you must have a role of designer or administrator. Users with a role of generator can generate and view report groups and can also modify the user report definitions setting for report groups.

View a report group

  1. In Report Designer, click Report Groupsin the navigation pane.

  2. Double-click a report group to open the group. The reports that are included in that group are displayed in the viewer window.

Create a report group

  1. In Report Designer, click Report Groupsin the navigation pane.

  2. On the Filemenu, select New, and then select Report Group Definition, or click Report Groupin the toolbar to open a new report group in the viewer window.

  3. Click Add, and then select the reports to include in the report group. Press and hold the Ctrl key to select multiple reports.

  4. Click OKin the Adddialogue box. The new reports are added to the list in the Reports in Groupwindow.

  5. On the Filemenu, click Save, or click Savein the toolbar to save the new report group.

  6. To save all of the reports in the report group to the same location in the report library, select the Override report library location from report definitioncheck box. Click Browseto select a new location in the report library for all of the reports in the report group. This setting is saved per report group.

  7. In the Save Asdialogue box, enter a unique name for the report group, up to 255 characters. The Namefield cannot be left blank.

Modify a report group

  1. In Report Designer, click Report Groupsin the navigation pane.

  2. To change the name of a report group, right-click the report group in the navigation pane and select Rename.

  3. To add report definitions to the report group, double-click the report group to open it, and then click Add. Select the reports to include in the report group, and then click OK.

  4. To remove a report from the report group, select the report to remove, and then click Remove.

  5. To modify the order in which the reports are generated, select a report in the list, and then click Move upor Move down.

Generate a report group

If you have scheduled reports to be generated in the report definition settings, you can override those settings and generate a report immediately.

  1. In Report Designer, click Report Groupsin the navigation pane.

  2. Select the report group to generate. Click Generate Reportto open the Override Report Definition Settingsdialogue box.

  3. Select the Override report dates from report definitioncheck box.

  4. Select the Base periodand Base yearfor your report.

  5. To view the last report in the report in Report Viewer, select the View last report in report group when generatedcheck box. If this option is not selected, Report Viewer does not open when the report group has been generated.

  6. Click OK. If you selected the option in step 5, the Report Queue Statusdialogue box opens, and Report Viewer opens to display the last generated report in the report group.

Delete a report group

  1. In Report Designer, click Report Groupsin the navigation pane.

  2. Right-click the report group to delete in the navigation pane, and then select Delete.

  3. When a deletion verification window appears, click Yes.

See Also