Managing Report Groups

Authorization and system administrators can create groups of related reports in Report Gateway. Next, admins can configure security roles to grant access to certain report groups based on business function. Finally, admins assign the appropriate users to a security role to authorize those users to run reports.

Adding Report Groups

To add a new report group, follow these steps:

1. Go to Admin Settings > Report Groups.

2. Click Add Report Group.

3. In the Report Group Name field, enter a descriptive name for the report group.

4. Under Report Access List, click Add Reports.

5. In the Select reports to add field, from the drop-down list, select the reports to include in the report group.

Note

The drop-down list of reports does not appear until you click into the field. If you know the name of the report that you want to add, you can begin typing to search for the report.

6. When you are finished selecting reports, click anywhere outside of the drop-down list, and then click Add. The selected reports appear below Report Access List.

7. Click Save. You are returned to the Report Groups page.

Modifying Report Groups

To modify a report group, follow these steps:

1. Go to Admin Settings > Report Groups.

2. Click the security role that you want to edit. The Edit Report Group page appears.

3. To change the name of the report group, enter the new name in the Report Group Name field.

4. To grant access to additional reports, click Add Reports, and then, in the Select reports to add field, select which reports to add to the security role from the drop-down list.

Note

The drop-down list of reports does not appear until you click into the field. If you know the name of the report that you want to add, you can begin typing to search for the report.

5. To remove access to reports, click the x in the row of the report that you want to remove.

6. Click Save.

Deleting Report Groups

To delete a report group, follow these steps:

1. Go to Admin Settings > Report Groups.

2. Click the x in the row of the report group that you want to delete.

Note

You will not be asked to confirm the deletion. The report group will be deleted immediately.