Report groups help you organize and control access to your reports more effectively. You can create groups to categorize reports by department, function, or purpose which makes it easier for users to find what they need.
To create a new reports group, follow the steps below:
Navigate to the Reports area.
In the bottom left corner, past the existing report groups, click Add Group.
A window appears with 3 tabs.
Click the Details tab and type the Description.
This will be the name of the report group.
Click the View Permission tab then select the roles that should be able to view this new report group.
Click the Edit Permission tab then select the roles that should be able to edit this new report group.
At the bottom of the window, click Save.
The new report group will be created.