Define a Report Group

A report group allows you to define which user roles have access to a particular set of reports. Once you add a Report Group, you can specify which User Roles can access it when adding or editing a User Role under Configuration > Security > Roles.

Getting Here: Click Analytics and Reporting > Reports > Configuration.

1. Click Define Report Groups.
   

2. At the bottom of the screen, enter a name and description for the new report group.

   Users who have access to the group will see the name, but not the description.

4. Click Add New Group.

   You can then select report catalogs to assign to the group.

Getting Here: Click Analytics and Reporting > Reports > Configuration.

1. Click Define Report Groups.
2. Find the group to which you want to assign report catalogs.
3. Select the report catalog that you want to assign to the group.
4. Click the Plus sign after selecting each Report Catalog.
   

Users who belong to the selected report group will see the reports in the catalogs that you assigned to the group.