#### Working with Report Groups

Just as you can assign parts to different categories (see "Categories"), you can also assign reports to specified report groups in the Report tab's side bar. Clicking a report group will only show the reports assigned to that group. After selecting a group, if you want to view all the reports, you need to deselect the selected group first. To deselect a selected group, click on the gray background of the Reports Group area of the side bar.

Report groups also provide you with a way of combining reports together that you can then easily apply or append as a single group to the tabbed window.

Note: To work with report groups, first ensure that the Report Groups section of the side bar is visible by clicking the Show Report Group icon from the Saved Reports section of the Report tab's side bar.

Creating a New Report Group

1. Click the green Create a New Report Group icon An input box appears.

2. Type a name for the report group and click OK.

Creating a Subgroup

1. Select the subgroup's parent group.

2. Click the green Create a New Report Group icon An input box appears.

3. Type a name for the report group and click OK. The subgroup appears under the selected folder. After creating a subgroup, if you want to create a group back at the top-most level of the folder tree structure, you need to deselect any selected group first. To deselect a selected group, click on the gray background of the Report Groups area of the side bar.

Editing a Selected Report Group

1. Select a report from the Report Groups section.

2. Click the Edit the selected Report Group icon . An input box appears containing the current name.

3. Rename the report group as desired and click OK.

Assigning a Report to a Report Group

1. Select the report from the Saved Reports section and drag it down on top of the Report Group's name.

2. Release the mouse button.

3. The report appears not only in the Saved Reports section, but now appears within that report group as well.

Applying or Appending Groups to the Report Tab

Simply select a group and click the Apply or Append icons. All the reports in that group will then either be added or appended to the tabbed window.

Some things behind the current documentation:

Ping what is the purpose of report groups? Is it like categories for parts? Just a way to categorize reports?

[1:39:10 PM] Ping Fang: Correct, secondly this will allow users to combine Chart, Text, or CAD reports into one group then apply to the Report Tab.

[1:40:43 PM] Jared Hess: Can't you already do that with "Current Reports" items in side bar? Combine them together by using "Append to"?

[1:42:00 PM] Ping Fang: I mean if you save a report in Chart Tab, Text Tab, or CAD Tab they will stay as separate report so this tool allows users to combine them

[1:43:33 PM] Jared Hess: How are saved reports from Chart tab, Text Tab, or Cad tab, diff from selecting Chart Report, Text Report, Cad Report from Current Reports heading in Report tab's side bar?

[1:45:40 PM] Ping Fang: If you saved a Chart Report from the Chart Tab it will show up under the Report tab side bar as Saved Reports. The Group Report function will allow users to select these Saved Reports and group them together as one for future "execution".

[1:47:01 PM] Jared Hess: Ok. I understand that. But content-wise it's exactly the same isn't it as the Chart Report from Current Reports heading in Report tab?

[1:48:41 PM] Ping Fang: Not necessarily, I think the first report you generate under Chart report will show up in current report but if you did not use append function but select apply only then the information before will be lost unless you saved it.

[1:50:55 PM] Jared Hess: I don't understand.

[1:53:49 PM] Ping Fang: Say I just open DataPage+ and generate some Run Charts under the Chart tab, you are correct this information will show up under Current Report side bar under Report Tab. But if I did not save this information and selected another group of variables/transactions and hit apply under Chart Tab. Then this latest information will replace the previous one so when I go to the Current Report Side bar under Report Tab, it only show the latest change I have made.

[1:55:22 PM] Ping Fang: So typically, if a user go into Chart tab, text tab, CAD tab and generate some reports individually and save it separately (meaning not combining Chart, Text, CAD in one Saved report). The Group function just allows them to put together any combination of individual saved reports.

[1:56:32 PM] Jared Hess: Ah ha. Got it. Thanks for the explanation. That makes sense now.

[1:58:04 PM] Ping Fang: NP, we build this function as a work around because users don't have the ability to save "Web Reporter Report" under Report Tab only Report Viewer Report. But I think the team is working on adding this ability now. But the group function is nice to have anyway.

[2:04:11 PM] Ping Fang: Report Viewer report is a snapshot of the results when someone created the report. So the user opens this report, they can only view the results and it doesn't link to the database. It can only be viewed in the Report Viewer product.

[2:05:33 PM] Ping Fang: Web Reporter report is saved into the database so when anyone opens this report again later it will query the database for the latest information before it populates the template. So this report is dynamic and replaces the "macro" function in DP/DV.