User Groups

Overview:

If you intend to schedule delivery of a Report Book via Controller Actions to a group of users, you will need to set up a User Group. For example, if you want a Report Book named "End of Period Reporting" to be emailed to a certain group of users automatically at the end of each period, you should set up a User Group for those users.

Things to Know:

• The use of User Groups is required if you intend to schedule delivery of Report Books to users via Controller Actions.
• There is no limit to the number of User Groups that can be set up.

Setup User Groups:

To set up User Groups, navigate to Tools>Report Books>User Groups.

Upon selection of User Groups, you will land on a grid like the one below that will show any User Groups that have already been set up:

Add a new Site Group: 

Click the blue "Add" button to add a new User Group:

User Group Tab:

Group Name: Add a Group Name that will identify the group of users. For this example, we are going to add "Jake's Operations Team".

Users Tab:

This tab utilizes the Dual List Box to select the Users that are selected to be emailed this report. For this example, we have selected Bill Lindsey, Dave Douglas, and Glen Nelson:

Save and Exit:

Save: Saves information you have entered, but does not exit.

Exit: Exits the tab. If you have made changes you will be asked, "Are you Sure?"