Report Group Setup

MoversSuite Administration > Reports > Report Group

 

Use this setup to create the categories of reports that display through the Reports Menu.

 

Records created here are available through the Report Group field setting in Report Setup.

 

The following table describes the fields available within this setup.

 

Field

Description

Name

Enter the name of the category that displays through the Reports Menu (up to 100 characters). Reports assigned to this record as Report Items display under this category, depending the Report Profile assigned to the user through the User tab in Personnel Setup.

MoversSuite provides a default type of “Letters” that contains all records with a Report Type of “Letters” (assigned through Report Setup).

 

NOTE: Names where an ampersand sign is to be displayed explicitly, as a part of the name, you will have to write the ‘&’ sign twice. For example, to display “Orders & Services,” you will have to write “Orders && Services”. 

 

Report Item

 

Use this section to associate reports defined within Report Setup to this group. Reports set here display for this report group within the Reports Menu.

 

RELATED TOPICS:

Report Profile Setup

Report Setup

Reports Menu