Both EQuIS Professional and Enterprise provide the option to group reports.
Note: Whether the groups are created in Professional or Enterprise, the groups will be available in both places. |
Reports may also be grouped in Enterprise via the Explorer Widget.
Complete the following steps to group reports in Professional:
1.Open RT_GROUP and RT_GROUP_MEMBER.
2.In RT_GROUP, create a new record. The three major fields to fill in are: GROUP_CODE, GROUP_TYPE, and GROUP_DESC.
a.GROUP_CODE: a short, unique name for the group.
b.GROUP_TYPE: "report_id"
c.GROUP_DESC: the Folder name that will appear.
d.FACILITY_ID: assign to create a facility-specific group. Clear this field to allow all facilities to access the group.
3.In RT_GROUP_MEMBER, create a new record.
a.GROUP_CODE: the group code you just created in RT_GROUP.
b.MEMBER_CODE: the REPORT_ID of the report (from ST_REPORT) to include in the group.
c.MEMBER_TYPE: "report_id"
d.STATUS_FLAG: "A"
Notes: •You can only group reports that have been published to the database. For information, see Publish a Report - Quick-start Guide. •Creating subgroups is also possible using the method above: a.RT_GROUP: the details entered here will be for your subgroup. b.RT_GROUP_MEMBER: i.Add a new record to the group you wish to add the subgroup to. ii.MEMBER_CODE: the GROUP_CODE that was set up in RT_GROUP. iii.MEMBER_TYPE: "SUB_GROUP." c.To add a report to the sub-group, follow the steps outlined above. |