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A report is visible to users, if it is added to at least one Report Group. This can be done by a user who has the Administrative Access to Reports.
Note: Several groups can show the same report. This is useful, because usually each group of reports will be assigned to a different groups of users (e.g. field users vs managers). However, if different users need to access the same report, it can be added to several Report Groups.
To add a new report to one or more Report Groups proceed as follows:
Step | Result | |
|---|---|---|
| 1 | To access reports, navigate to Administration > Reports. |  Administration > Reports menu |
| 2 | The Reports main window opens. Click Administration in the main toolbar in the top part of the page. |  Main Administrative toolbar > Administration option |
| 3 | The list of administrative functions opens. Click Reports under User Administration. |  User Administration > Reports option |
| 4 | The list of all reports appears. Click Group link next to the report name. |  Accessing full list of Reports |
| 5 | The list of all Report Groups appears. Select the checkbox next to those groups, where you want the report to appear. |  Marking, which Reports Groups will show the report |
| 6 | Scroll to the bottom of the page and click Save. |  Saving the report in a Reports Group |