Revised: 7/2020
Select and save up to 7 reports you wish to have run together as a group.
1. Select Reports
2. Select Financial Reports
3. 1 Available Reports & Groups: From the dropdown selection, select “Create a Report Group”
4. Enter a description for the report group.
5. Select up to 7 reports you wish to have run together as a group. Use the Blue arrow to move the report into the select reports box.
6. Once completed selecting reports for the group, select the save:
7. Select Display Report and all the reports in your group will display.
8. All of the reports listed in the group will display:
9. The new report group will be listed as “Public group” and available to all users with rights to produce finance reports.
•If you wish to create report groups that are Private, use the check box
next to the group description and select “Private group”. After making
this selection the description for your group will change. Push the save button
and your private group will be established. 