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  11. Create a report group

Create a report group

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The following describes how to create a report group, select the reports that should be included in the group, and then define the persons who should receive the reports.

Create a report group

  1. Select the Work with report groups menu item.
  2. On the main panel, click Add.
  3. You access the detail panel. Complete the following fields:
    4. Report group
    Enter the name of the report group.
    Description
    Enter a description of the report group.

    Click OK.

  4. You return to the initial panel. Select the report group you created and click Reports to define the reports to be included in the group.
  5. You access Work with report group reports. Click Add.
  6. On the detail panel, define the following information:
    7. Print sequence
    The sequence in which the report should be printed is automatically set by the system, but can be changed.
    Note: You can only change the print sequence of an existing report by copying a report and manually applying the new sequence. Then, you should delete the copied report.
    Report
    Enter the name of the report to be included in the report group you are working with.
    Version
    For version reports (type 1), enter the name of the version to be connected to the report when this report group is printed.

    Click OK.

  7. You remain on the detail panel ready for a new report entry. Repeat step 6 and click Back when all the reports that should be included in the report group have been entered. They are now listed on the main Work with report group reports panel.

    8. Report receivers

    To define the persons who should receive the reports included in the report group, do as follows:

  8. On the Work with report groups panel, select the applicable report group and click Receivers.
  9. You access Work with report group receivers. Click Add to define the first person that should receive the reports.
  10. On the detail panel, complete the following fields:
    11. Receiver
    Enter the signature of the person who should receive this report once a week.
    Copy
    Enter the number of copies the person should receive.
    Printer queue
    Enter the name of the printer for the printout.

    Click OK.

  11. You remain on the detail panel ready for a new entry. Repeat step 10 and click Back when all persons who should receive the reports have been added. The receivers are now listed on the Work with report group receivers main panel. Exit the routine.

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