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Exact Synergy Enterprise   

Creating and modifying report groups - Reporting services integration

Menu path

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.

Roles and rights

By default, users with Administrator or Report manager role can create and modify report groups.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

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.

How do I create report groups?

  1. On the Reporting services integration: Management page, click the Report group: New button.
  2. On the Reporting services integration: Report group - New page at Name + Term ID, type the name and term ID of the report respectively.
  3. Type in the description of the report group.
  4. At Module, select the module for the report group.
  5. Define other necessary information, and then click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I edit report groups that have been created?

  1. On the Reporting services integration: Management page in the Reports section, select the required report group.
  2. Make the necessary changes, and then click Save.




Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.555.574
 Assortment:  Date: 07-12-2016
 Release: 244  Attachment:

ESE-OH258-Creatingandmodifyingreportgroups-final.docx 38.9 KB View Download