Custom Groups

A custom group is a group that is used to organize report objects in a report according to their purpose or content. All other report objects are filtered out if they are not assigned to the custom group. As the administrator, you create the custom groups. You can also associate report objects with custom groups, or grant permission to users and user groups to do this.

After a report is created, users can associate certain report objects with a custom group to filter their view of the report. For example, a full 10K report can contain report objects that are required in Q1, Q2, and Q3 reports. Users can use custom groups created for each quarter to load and generate only those report objects that are associated with each group. Also, when a report is opened by filtering one or more custom groups, report objects that are added or imported are automatically assigned to the custom group or groups.

Add a Custom Group

You can create custom groups in CDM to allow users to load and generate reports that contain only the report objects associated with each group.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under Resources, double-click Custom Groups. The Custom Groups tab opens in the work area.
3. Click Home > Add > Custom Group.
4. Specify a name for the custom group.
5. Specify a description for the custom group if you want. The description can contain a maximum of 50 characters.
6. When you have multiple items, use the Sort Order column to determine the sort order. Specify a number to represent the order of this item in relation to others.
7. Click OK.

Edit a Custom Group

1. In the Custom Groups tab in the work area, double-click the custom group that you want to edit
2. Change the name and description, if necessary. The description can contain a maximum of 50 characters.
3. When you have multiple items, use the Sort Order column to determine the position of each custom group in the Custom Groups tab. Specify a number to represent the order of this item in relation to others.
4. Click OK.

Delete a Custom Group

If you no longer need a custom group, you can delete it. You cannot delete a custom group if it has report objects associated with it.

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

To delete a custom group:

1. In the Custom Groups tab in the work area, select the custom group that you want to delete
2. Click Home > Delete.
3. In the confirmation window, click Yes.