Managing Report Groups

Report groups store similar reports, and control access to reports, using access control lists (ACLs). When editing access control permissions, permissions given to a report group are also given to all groups and reports within that group.

Groups and reports can be managed with drag and drop functionality. You can move or copy groups and reports into other groups from the Reports resource tree. If a group is deleted, the reports within that group are also deleted.

Caution: Do not exceed more than 10,000 resources in a group.

Where: Navigator > Resources > Reports

To create a report group:

  1. Right-click a Reports group and select New Group.

  2. Enter a report group name in the text field.

  3. Press Enter.

To rename a report group:

  1. Right-click a Reports group and select Rename.

  2. In the “name” text field, rename the group.

  3. Press Enter.

To edit a report group:

  1. Right-click a Reports group and select Edit Group.

  2. In the Report Editor, edit the Name and Description text field.

  3. Click OK.

To move or copy a report group:

Note: To copy multiple resources at once, use Copy and Paste. You can drag and drop only one resource at a time.

  1. Drag and drop the Reports group into another Reports group.

  2. Select Move to move the group, Copy to make a separate copy of the group, or Link to create a copy of the group that is linked to the original group.

If you select Move, the resource or resource group moves to the new location. If you select Copy, you create a separate copy of the resource or resource group that will not be affected when the original resource or resource group is edited. If you select Link, you create a copy that is linked to the original resource or resource group. Therefore, if you edit a linked item, whether the original or the copy, all links are also edited. When deleting linked items, you can either delete the selected item or all linked items.

To delete a report group:

  1. Right-click a Reports group and select Delete Group.

  2. Click Yes.