Modules ? System ? Setup ? Reporting services integration ? Management
On this page, you can create report groups or modify existing ones. You can use report groups to categorize reports, for example HRM reports. Reports with the Inherit security from the report group check box selected will follow the settings defined for the report group that they are linked to. For more information, see Creating and modifying reports.
By default, users with Administrator or Report manager role can create and modify report groups.
The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the "!" icon are mandatory.
Click this to exit.
Click this to save the report group.
Click this to save the report group and create another report group.
Note: This is available only if you are creating a report group.
Click this to delete the report group.
Note: This is available only if you are modifying an existing report group.
Type the name and term ID for the report group. These are mandatory.
Type the description for the report group.
Select a modules for the report group. Reports in the report group will be shown in the report section of the selected module. You can select only one from the following options:
This displays the status of the deployment. When a report group has been deployed to the Report Server, will be displayed. Otherwise, will be displayed.
Select this check box to show the report group in the reseller portal.
Select this check box to show the report group in the customer portal.
Select this check box to allow the reports categorized under this report group to be printed. Selecting this check box will display the Print button on the respective report page. For more information, see Viewing reports.
Select the MS Word, Excel, and/or PDF check boxes to show the , and/or icons on the top right of the respective report page. These icons allow you to export the report to Microsoft Word, Microsoft Excel, and/or Adobe Reader respectively.
The following tabs are available only when modifying an existing report group:
This displays the list of roles linked to the report groups. You can click the hyperlink in the Role column to maintain the role or click the New button to link a new role to the report group. For more information about the roles, see Linking roles to report groups.
This displays list of people who have been given the viewing right to the report categorized under this report group. You can click the hyperlink in the Person column to remove the viewing right from the person. To give the viewing right to a person, click New. For more information, see Linking multiple people to reports or report groups.