Report Groups

The Report Group screen is used to add, edit or view reporting groups. These groups are then assigned to a course/competency and used for auto-generated reports in the Education Tracking application.

A report group is not tied to any specific users or logins in the system. If there is a centralized education office, one reporting group may be sufficient. If there are education managers throughout the facility or within the system at different locations, report groups can be set up to auto-generate reports to a printer in their area.

At least one Report Group needs to be set up in the system before a report can be auto-generated.

Steps for Creating Report Groups:

From the Configuration section>Education Tracking card, select the Report Groups icon.

1. Click on the Add button to open a screen to add a new record.
2. Enter a Code and Description to identify this report group record.

   The label describing this report group.

   The alphanumeric short name or abbreviation identifying this report group.

3. In the Printer field, enter the printer that reports for this report group should be sent to. Note: Printers available in the Field Look Up Values are currently set up within Process Developer and cannot be set up within the portal.

   The printer used for printing the reports for this report group.

   Note: Printers available in the Field Look Up Values are currently set up within Process Developer and cannot be set up within the portal.

4. Save the record.