System Tools / BALANCEhub Report Groups

JUMP TO:

KEY TOPICS:

  • Edit an Existing Report Group
  • Define a Custom Report Group
  • Revert to Default
  • Use Report Group List Tools
    • Edit the Name of a Group
    • Delete a Custom Group
  • Order Report Groups for Display in SHARE
  • Order Reports for Display in SHARE


Configure Report Groups for SHARE > Select Reports

Using tools accessible from BALANCEhub > BALANCEaap / Report Groups, the Administrator or plan owner can:

  • Edit or configure Report Groups by category to reflect topic
  • Determine the order of Reports and Report Groups on the SHARE > Select Reports list
  • Automatically include default and other reports that are specific by Annual Plan or Update Plan, using radio buttons just below the tab header.

Define a Custom Report Group

Choose the [Add] button from the tab header. Enter a Name, and click [Save]. The Name will be added to, and display in, the adjacent Report Group drop-down.

Check off any reports you would like to include. Then click [Save].

Quick Tip: Use the BACK to SHARE link, then choose the Select Reports tab to view the addition.

Edit an Existing Group

Select a Report Group from the upper drop-down. Select or deselect reports, by using the check boxes to the left of the Report Name. Use the Select All or None links at the top of the list, as necessary. Then click the [Save] button, which is located at the bottom of the page.

Revert to Default

All Report Group settings can be returned to the system's configuration: Click the [Revert to Default] button, located in the upper toolbar.

Edit the Report Group Name

Display the desired Report Group in the upper drop-down. Choose [Edit] from the tab header toolbar. Update the Name entry, and click [Save].

Delete a Report Group

Display the Report Group in the upper drop-down. Then click [Delete]. Click [OK] to confirm the deletion.

Important Caution: Make sure that all the reports you want made available to users are included in a Report Group.

Order Report Groups for Display in SHARE

Navigate to the Order Report Group tab. Take advantage of the [Move Up/Down arrows] on the Order Report Groups menu to organize the groups in an appropriate manner. Click [Save] when the order is satisfactory.

Proceed to ordering Reports within a Report Group, next.

Order Reports for Display in SHARE

Choose Order Reports from the tab header. Select a Report Group from the upper drop-down. Use the [Move Up/Down arrows] to organize the list, as desired. Click [Save]. Repeat as necessary for each Report Group.

Quick Tip: Use the BACK to SHARE link, then choose Select Reports to view the updated order.