In this article, you will see details on:

  • Add new reports group
  • Edit a reports group
  • Delete a reports group
  • Search a reports group

You can use reports groups to organize the reports, such as for different goals, or categories of use cases. Reports groups help everyone in the system to quickly find and refer to a report when they need it.

Click on Reports in the sidebar.

 

A list of reports appears.

Click on Groups at the top. The reports groups' list appears.

 

Add new reports group

Click on Add to add a new reports group. A new row is added to the list where you can add the new group details.

 

As you start writing the group name or description, an alert shows the character limit for these fields.

 

Click on Save to save the group.

Click on Cancel if you do not want to save this new reports group.

 

Edit a reports group

You can edit any group in the list.

Click on the Edit icon corresponding to the target reports group.

The group name is editable now. Change the name, as required.

 

Click on Save to save the changes.

 

Delete a reports group

You can delete only those reports groups that you have added to the backend. Locate the group that you want to delete, and click on the Delete icon.

The system asks you to confirm if you want to delete it.

 

Click on Ok to confirm it.

 

Search a reports group

Use the Search Reports Group option to find specific groups by their name. As soon as you start writing the name, the list shows the matching groups.

 

Sort the reports groups list

While using the list, you can sort it and rearrange the reports groups in a particular sequence.

Click on any column header name and the list sorts to show you the groups for that column's properties. For example if you filter it by name, the list shows the groups in the alphabetical order. Or, you can sort it by the report counts, as below.