The Report Groups frame allows you to create groups for reporting purposes, specifically for scheduled reports produced for multiple users. Rather than each user running the report, M5 gives you the ability to schedule a report one time and have it pushed out for viewing to the designated report group.
After the report finishes running, a copy is stored in each user's Report Bin on their Home Page. The user running the report does have the option to keep the report private or to send to others.
To create a report group, click in the blank Report Group field and enter an appropriate group name. This field has a limit of 30 characters (alphanumeric). When finished, click the 'Save' button at the top of the frame to create the report group.
After you've created a group or groups, you can then assign Report Groups to their corresponding Application User Roles on the Role Maintenance screen.
You can also delete Report Groups that are not in use by the M5 System. To delete a group, click in the row of the group you want to delete and click the 'Delete' button at the top of the frame. Next, click 'Save' to confirm the action.
For more information see the System Administration Application User Training.
Last Updated: 03/23/2017
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.