Create Groups

Create a group to control report access by user. Reports are configured by group to allow report settings to differ by group.

To create a group:

  1. Select Configuration > Groups in Navigation pane.

  2. Click Add.

    View the field descriptions for the Groups page

  3. Enter a group name (without spaces) in GROUP ID field. 

  4. Enter a brief description about group in GROUP DESCRIPTION field.

  5. Select an owner from GROUP OWNER list box.

    NOTE: The Group Owner manages reports registered to the group and defines the report-level parameters. Only users created and registered in System Administration display in the GROUP OWNER list box. When the group is created, the Group Owner is automatically registered as a user for the group.

  6. Select schedule from GROUP SCHEDULE ID list box to determine how often reports are run for each user in the group.

    NOTE: Schedules are maintained in Common. Refer to Create Schedules for detailed information.

  7. Select a schedule from WORKFLOW SCHEDULE ID list box to determine how often workflow emails are sent to every user in the group.

    NOTE: Workflow schedules can be overridden at the group user level to increase the frequency of workflow emails. These schedules are configured in Common > Tools > Schedules.

  8. Click Save.

  9. Click Vertical View to enter a threshold ID for data quality scoring (optional).

  10. Click Edit.

    View the field descriptions for the Groups page’s Vertical View

  11. Select a threshold from the Threshold ID list box.

  12. Click Save.