Managing Report Groups

Reports are organized in groups. You select a group on the Reports Manager navigation panel to display the reports associated with that group in the grid. The Manage tab on the ribbon displays options to create and organize groups.

The following types of groups are available:

  • Private groups . Groups that you create. Private groups are visible and available only to the creator. You can copy a private group to save it as a shared group.
  • Shared groups . Groups that can be created by anyone in the firm. Staff must be granted the functional rights to the Shared Library. Four functional rights exist for reports in this group. For example, you may have the permissions to view and edit shared reports but not the permissions to add or delete the reports. You can copy a shared group to save it as a private group.
  • Static groups . Groups that contain system-defined reports that you cannot alter, rename, or delete. Static groups are available only to staff granted the functional rights to the Firm Library. Staff can have rights to view all reports in these groups or only select reports.

Groups are located in the following sections on the navigation panel:

  • My Reports. Displays your private groups. You can also create custom folders for categorizing private groups.
  • Shared Library. Displays shared groups that you have rights to access. You can also create custom folders for categorizing shared groups.
  • Firm Library. Displays static groups that each contain system-defined reports that you have rights to view.

Notes:

  • The Manage tab options to create new groups and group folders are available when you select an item in My Reports or in the Shared Library.
  • Functional rights are granted in the security group profile. If you have questions about security groups, see you system administrator.

Organizing Groups

You can create folders for categorizing private and shared groups. The folders, sub-folders, and groups are located under the private or shared parent folder. The New > Folder command on the Manage tab creates a new folder under the selected folder. You can then name your new folder. Folders with the same name can exist as long as they are not under the same parent folder.

Use the commands in the Organize group on the Manage tab to cut, copy, and paste existing groups. Additional ribbon commands allow you to rename, delete, and define a new name, description, or owner for a group.

You can also save an existing group as a new group and enter a new name and description. See Copying a Group for more information.