Report Groups

You can use a report group to organize types of reports in CDM. For example, you might create separate report groups for different corporate entities such as companies, divisions, or cost centers.

After you create your report groups, you can create multiple reports for each report group.

Add a Report Group

You can add a report group to organize your reports. You can add a report group as a sibling or a child of another report group.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Double-click Reports. The Reports tab opens in the work area.
3. In the report list, right-click a report group and click Add Report Group > As Child/As Sibling.
4. Type a name for the report group and press Enter.

Rename a Report Group

You can change the name of a report group.

1. In the Reports tab in the work area, right-click the report group you want to rename and click Rename.
2. Type a new name and press Enter.

Delete a Report Group

If you no longer need a report group, you can delete it. You cannot delete the report group if any of the reports in the group contains report objects that are checked out.

Important: If you delete a report group, you cannot undo your action. Proceed with caution.

To delete a report group:

1. In the Reports tab in the work area. right-click the report group you want to delete and click Delete.
2. In the confirmation window, click Yes.