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Grouping and Ungrouping Reports

You can display a listing of all your reports, rather than having them grouped. You can also group your reports by Creation Date or Description, rather than by Report Group / Report Name.

Displaying Reports Individually

1.  Click Reports in the Navigation Toolbar, and click the Reports link.

2.  In the Report Browse screen, hover over a column heading until the Icon Column.png icon displays, and click on the icon to open the Sort/Column menu. 

3.  In the menu, clear the Show in Groups check box.

4.  (Optional) In the menu, click on Columns and select the Report Group check box to add the report group to the Browse screen.

5.  (Optional) Click (toggle) on the Report Name, Description, or Created On column heading to change the sort order of the reports.

ReportDisplay1.png

Displaying Reports in Groups

The system default is to display reports by group, such as standard reports by Company, Contract, Project, or Request type, as well as Advanced Reports and Analytics Reports.  You can also group reports by their name, creation date, or description.

1.  Click Reports in the Navigation Toolbar, and click the Reports link.

2.  In the Report Browse screen, locate the field you want to group by, hover over its column heading until the Icon Column.png icon displays, and click on the icon to open the Sort/Column menu. 

3.  In the menu, click Group by this field.

If you want to group by Report Group and the field is not displayed in the screen, click on Columns in the Sort/Column menu, and select the Report Group check box.

ReportDisplay2.png

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