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BalanceAAP > System Tools > Report Groups

KEY TOPICS:

  • Edit an Existing Report Group
  • Define a Custom Report Group
  • Revert to Default
  • Use Report Group List Tools
    • Change the Name of a Group
    • Delete a Custom Group
  • Order Report Groups

Configure Report Groups for the SHARE > Select Reports page

Using tools accessible from BALANCEhub System Tools > BALANCEaap / Report Groups:

  • 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

Click Add to create a new report group. Enter the name of the new group into the Name field of the pop-up window, and click Add. The new group will be added to the system. No reports will be included in the group when first created.

To add reports to the group, select the group from the Report Group drop-down list. Select the reports to include in the group by checking off the box next to the desired reports. Click Save to save your changes.

The new group will appear on the Select Reports page of your plans.

Edit an Existing Group

You can edit the default groups, as well as any groups you created. Select the group from the Report Group drop-down list. Select the reports to include in the group by checking off the box next to the desired reports. Click Save to save your changes.

It is recommended you do not change the default groups in balanceAAP. The default groups have group-wide settings that can be applied to them, and removing them from the group will remove this functionality for the removed report.

Change Name of Group

A report groups name can be changed by clicking Edit Group Name next to drop down box for the Report Group. Enter the new name, and click Save. It is recommended you do not change the name of the default groups in balanceAAP.

Delete a Group

To delete a group, select the group from the Report Group drop-down list and click Delete. Click OK to confirm the delete, and the group will be removed.

Order Report Group

On the Order Report Group tab, you can arrange the order of your report groups by using the Report Group controls to move the report groups up or down through the list. Click Save to record your changes.

Order Report

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