Create report groups

Report groups helps you organize your reports and control access to your report data. They 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 the Report Groups tab.
2. In the Report Groups screen, click New.

3. Enter a name for the report group.

   

4. Select the tech groups that can access the reports.

   

   Select All to allow all tech groups to access the reports. Select Specific to select the individual tech groups that can access the reports.

5. Select the location groups that can access the reports.

   

   Select All to allow all location groups to access the reports. Select Specific to select the individual location groups that can access the reports.

6. Select the department groups that can access the reports.

   

   Select All to allow all department groups to access the reports. Select Specific to select the individual department groups that can access the reports.

7. Click the Included Reports tab.
8. Select the applicable reports.
9. Click the Group Options tab.
10. Click Save.