Add a report group

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Navigation:  CLASS NINE: Report Generator and FileFusion > Group Definition >

Add a report group

1.In the Report Group Definition application, click in the Report Name entry field and right-click in the gray area of the tab and select Add Group or use the Add icon AddIcon1711v2 in the Quick Access Toolbar.

2.A new Report Group will be added and displayed.

3.Enter a name in the Name field.

4.Enter the Date parameter default range. This is used as the default value when parameters are added to the report group.

Note: Typically [BEGINLASTMONTH]|[ENDLASTMONTH] is used.

5.Check the FileFusion box if the Report Group is a FileFusion report group. This will designate the Report Group as a single collection built into a PDF (discussed later).

6.If the reports defined in the Report Group are to be exported to the VMSClientConnect portal:

a.Check the Web Featured box if posting to the Home page.

b.Select the Web Area to designate the area a document is grouped within.

c.Enter a Web Note which is the description of the document.

7.If the documents attached to the Report Group are emailed to the residents (including committees):

a.Enter an Email Subject, which will be the default email Subject line.

b.Enter an Email Body, which will be the default email Body information.

 

 

AddReportGroup1711v2