> Tasks >
Manage Custom Report Groups.
With this task, you can create sub-folders in the Customer Favorite Reports area. You can also choose which standard reports appear in your custom folders. These folders will be available to all users who have access to your database.
To add a custom report group, follow these steps:
1. Go to Reports
> Tasks >
Manage Custom Report Groups.
2. Click the Add link, and then complete the following fields:
▪ Name—Enter the name of the new custom report group.
▪ Sort Order—Enter a number if you want to order the custom report group. If you do not enter a number, the reports will be sorted alphabetically. The number entered specifies the order of the custom report groups.
3. Click Save.
4. Select all reports to include in the new custom report group.
5. Enter a number in the Order field if you want to sort the included reports in an order other than alphabetical. The number entered specifies the order of the included reports.
6. Click Finished.
To maintain a custom report group, follow these steps:
1. Go to Reports
> Tasks >
Manage Custom Report Groups.
2. Select the custom report to be modified, and then click the Maintain link.
3. Update the following fields:
▪ Name—Enter the name of the custom report group.
▪ Sort Order—Enter a number if you want to order the custom report group. If you do not enter a number, the reports will be sorted alphabetically. The number entered specifies the order of the custom report groups.
4. Select all reports that are to be included in the custom report group and clear all reports that are not to be included.
5. Enter a number in the Order field if you want to sort the included reports in an order other than alphabetical. The number entered specifies the order of the included reports.
6. Click Finished.
To delete a custom report group, follow these steps:
1. Go to Reports
> Tasks >
Manage Custom Report Groups.
2. Select the custom report group to be removed, and then click the Delete link.
3. Click Finished.