Skip to main content

Create a new reports group

You can create a new reports group, in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

To create a new reports group, follow the steps below:

  1. Navigate to the Reports area.

  2. In the bottom left corner, past the existing report groups, click Add Group.

    • A window appears with 3 tabs.

  3. Click the Details tab and type the Description.

    • This will be the name of the report group.

  4. Click the View Permission tab then select the roles that should be able to view this new report group.

  5. Click the Edit Permission tab then select the roles that should be able to edit this new report group.

  6. At the bottom of the window, click Save.

    • The new report group will be created.

Related Articles
Move a report into a different report group
Create a custom report
Add new document folders and groups
Create a new role
Create a section group
Did this answer your question?