Report groups

The Report groups form allows you to define groups of roles that can have access to the same report template.

Once a group is created, it can be selected in the Report access group drop-down, in the Report wizard, during the creation or edition of a report.

To create a group, type the Name and click the Create new report group button. Once this is done, double-click the desired roles under the Available roles list, to add them to the group. You can alternatively use the arrows to add (or remove) the roles. Then click on the Save button.

To edit a group, select it and do the necessary changes (edit name or add or remove roles). Then click the Save button.

To delete a group, select it and then click the Delete report group button. Click Ok on the confirmation pop-up window.