Create report groups

Report Groups helps you organize your reports and control access to report data.

Report Groups control access to created reports sorted by Tech and Location Group. This ensures that each Tech is only presented with reports within their scope of work.

  1. In the toolbar, click Reports and select Report Groups.
  2. In the Report Groups screen, click New.
  3. In the Report Group Name field, enter the appropriate group name.
  4. In the Tech Groups and Location Groups rows, select the Tech Groups, and Location Groups, andDepartment Groups that can access the reports.
  5. Click the Included Reports tab.
  6. Select the applicable Reports.
  7. Click the Group Options tab.
  8. Click Save.