Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Report Groups Screen

Use the fields and options to configure the Manage Report Groups screen.

Report Groups

Use this table window to set up report groups.

Field Description
Report Group ID

Use this field to enter a report group ID.

Report Group Name

Use this field to enter a descriptive name for the Report Group ID.

Description

Use this field to enter detailed information about this report group.

Unassigned Reports

Use the fields in this table window to view the system-designated report that are currently unassigned to the selected report group in the Report Groups table window. Click Select to move the report category from this table window to the Assigned Report Categories table window.

Field Description
Report Name

This field displays the descriptive name of this Report.

Report

This field displays the report ID.

Report Category Name

This field displays the report category name with which this Report is associated.

Archive Category Name

This field displays the report archive category with which this Report Category Name is associated.

Select

Click this button to move the selected row from the Unassigned Reports table window to the Assigned Reports table window. This action enables you to select the specific system-designated reports that should make up each report group.

Assigned Reports

Use the fields in this table window to link a previously unassigned report category to the selected report archive category in the Report Archive Categories table window. Click Select to move the selected row from the Unassigned Reports table window to this window or click to add a new line on this table window.

Field Description
Report Name

Enter, or click to select, the descriptive name of the report you want to associate with the selected report group in the Report Groups table window. If you use this field, the Report, Report Category Name, and Archive Category Name fields automatically populate with the corresponding data.

Report

Use this field to enter, or use to select, the report ID you want to associate with the selected report group in the Report Groups table window. If you use this field, the Report Name, Report Category Name, and Archive Category Name fields automatically populate with the corresponding data.

Report Category Name

This field displays the report category name with which this Report is associated.

Archive Category Name

This field displays the report archive category with which this Report Category Name is associated.