You can create new groups and add reports to existing groups in two ways: General tab and Groups window.

Creating a Group from the General tab on a Report Definition:

  1. Click Report Manager.
  2. Select the applicable report definition and click Edit, or click New to create a new report definition.
  3. Enter a new group name (up to five alphanumeric characters) in the Report Group text box, or select an existing group from the drop-down list.
  4. Click Apply or OK.
Creating a Group from the Groups Window:
  1. Click Report Manager.
  2. Click Groups.
  3. Select the ID type for which the reports are defined.
  4. Click New to create a new group.
  5. Enter a group name.
  6. Click OK.
  7. Select the Un-Grouped Reports folder.
  8. Select one or more reports and drag to the applicable group.
  9. Click Done.
Producing Reports through Groups.

  1. Click Report Manager.
  2. Click Groups.
  3. Select the ID type for which the reports are defined.
  4. Select the group name that has Reports associated with it.
  5. Reports associated with the group appear on the Right Panel when the group is highlighted.
  6. Click Produce.
  7. Fill out the Produce Reports screen as needed. Note all reports in the group must be run for the same date and account mask.
  8. Click OK.
  9. Click Done to exit the Group function.