Adding Report Groups

Adding Report Groups

To add a new report group:

1. From the main Reports screen, select the report you want to copy or edit and select **Tools **from the Menu bar The following drop-down menu appears:

   

   Image Description

   The Reports toolbar ribbon showing the Tools tab selected. The Report Actions section displays buttons for: Add a New Report, Edit the Report Details, Edit the Crystal Report, Remove a Report, Copy a Report, Set selections for a report, Synchronize System Reports, Create a New Report Schedule, and Modify Report Groups.

2. Select Modify Report Groups from the list and the Report Groups screen appears:

3. Select a report group, e.g. Debtor Reports and select New Group from the menu bar.

4. You can now add a new name, e.g. "End of Month Report", sequence and user group security features to the report group.

5. If you want to change the security features of the user group, select the relevant user group, and select either Allow Access or Disallow Access.

6. When you have made the appropriate additions to the report group, select Save to record the new group.