WebPlatform Documentation

Add New Group (Report Group Detail)

Add a new Report Group

Report Group Detail page is where you can add a new report group. This is what you need to do:

  • Select the organization and company for the report group
  • Create a Report Group (give your group a relevant name)
  • Create a description for your report role so that administrators can easily understand why the group has been created and what it's for
  • You can select multiple reports for the report group by clicking the # column

Watch how to set up a new Report Group

Make sure users are included in a report group

OK, you've successfully added a new report group. The next step is to make sure that the users you want the report to be accessible to have this report group.

This is done in the user administration module. The administrator for users in your WebPlatform will need to update the user(s) settings in their details.