Report Groups List

Access this report using Reports>Lists>Report Groups.

Use this report to print a list of report sets and their respective group assignments. Report Groups provide an alternate way of reporting summarized accounting data. Each Report Group must belong to a Group Set; each Group Set can contain as many Report Groups as needed. Accounts were assigned or grouped using Reports>Assign Report Groups.

 

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

• By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
• By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Segment	The segments contained in the report, such as GL, Fund, or Grant.
Group Set Name	The name used to group codes together into one category.
Group Code	The code which represents the report group that was created.
Group Title	The title for the Group Code.
Group Short Title	The short title for the Group Title.
Code	The accounts assigned to the designated Group Code.
Title	The title assigned to the account code.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.