Create the Report Groups

Report Groups allow you to define different groups that may work with auto-generated reports in the Education Tracking application. A default printer can be assigned to each group.

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.

To set up a Report Group:

1. Go to the Configuration section>Education Tracking card>Report Group screen.
2. Click the Add button
3. Enter the Code and Description that you would like to define this report group.

   The label describing this report group.

   The alphanumeric short name or abbreviation identifying this report group.

4. Choose a Printer from the available printers in the right pane list to determine where any reports assigned to the report group should print.

   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.

   Note: Available printers are currently set up within Process Developer and cannot be set up in the system.

Code

The alphanumeric short name or abbreviation identifying this report group.

Description

The label describing this report group.

Printer

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.