Creating and modifying report groups - Reporting services integration

Close

Click this to exit.

Save

Click this to save the report group.

Save + New

Click this to save the report group and create another report group.

Note: This is available only if you are creating a report group.

Delete

Click this to delete the report group.

Note: This is available only if you are modifying an existing report group.

Name + Term ID

Type the name and term ID for the report group. These are mandatory.

Description

Type the description for the report group.

Module

Select a modules for the report group. Reports in the report group will be shown in the report section of the selected module. You can select only one from the following options:

• General — Select this option if the reports in the report group cannot be categorized in one of the other module options.
• HRM — Select this option to show the reports in the report group via menu path: Modules ? HRM ? Reports ? Reporting services integration ? Reports.
• CRM — Select this option to show the reports in the report group via menu path: Modules ? Customers ? Reports ? Reporting services integration ? Reports.
• Project — Select this option to show the reports in the report group via menu path: Modules ? Projects ? Reports ? Reporting services integration ? Reports.
• Logistics — Select this option to show the reports in the report group via menu path: Modules ? Logistics ? Reports ? Reporting services integration ? Reports.
• Workflow — Select this option to show the reports in the report group via menu path: Modules ? Workflow ? Reports ? Reporting services integration ? Reports.
• Financial — Select this option to show the reports in the report group via menu path: Modules ? Financial ? Reports ? Reporting services integration ? Reports.
• SMS — Select this option to show the reports in the report group via menu path: Modules ? Service management ? Reports ? Reporting services integration ? Reports.

Deployed

This displays the status of the deployment. When a report group has been deployed to the Report Server, will be displayed. Otherwise, will be displayed.

Show in reseller portal

Select this check box to show the report group in the reseller portal.

Show in customer portal

Select this check box to show the report group in the customer portal.

Allow to print

Select this check box to allow the reports categorized under this report group to be printed. Selecting this check box will display the Print button on the respective report page. For more information, see Viewing reports.

Allow to export

Select the MS Word, Excel, and/or PDF check boxes to show the , and/or icons on the top right of the respective report page. These icons allow you to export the report to Microsoft Word, Microsoft Excel, and/or Adobe Reader respectively.

The following tabs are available only when modifying an existing report group:

Roles tab

Roles

This displays the list of roles linked to the report groups. You can click the hyperlink in the Role column to maintain the role or click the New button to link a new role to the report group. For more information about the roles, see Linking roles to report groups.

People tab

This displays list of people who have been given the viewing right to the report categorized under this report group. You can click the hyperlink in the Person column to remove the viewing right from the person. To give the viewing right to a person, click New. For more information, see Linking multiple people to reports or report groups.