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BalanceAAP > System Tools > Report Groups

JUMP TO: SHARE > Select Reports

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

Configure Report Groups for the SHARE > Select Reports across All Plans

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

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 Select Reports 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 tab header.

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 Group

OnNavigate to the Order Report Group tab,tab. useTake advantage of the [Move up/Down] arrows on the a list ofOrder Report Groups menu to moveorganize the report groups upin oran downappropriate through the list.manner. Click Save[Save] when the order is satisfactory.

Proceed to recordordering yourthe changes.Reports within a group, next.

Order ReportReports

On theChoose Order Reports tab, you can change the order of the reports in a report group. Select the Report Group from the drop-downtab menuheader. then use the report group controls to move the reports up or down through the list and clickClick Save[Save].