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Home > Success Center > Web Help Desk (WHD) > Web Help Desk (WHD) Documentation > Web Help Desk Administrator Guide > Create and edit reports > Create report groups

Create report groups

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Created by Steve.Hawkins, last modified by Anthony.Rinaldi_ret on Jul 18, 2016

Views: 346 Votes: 0 Revisions: 5

Report Groups helps you organize your reports and control access to report data.

Report Groups control access to created reports sorted by Tech and Location Group. This ensures that each Tech is only presented with reports within their scope of work.

  1. In the toolbar, click Reports and select Report Groups.
  2. In the Report Groups screen, click New.
  3. In the Report Group Name field, enter the appropriate group name.
  4. In the Tech Groups and Location Groups rows, select the Tech Groups and Location Groups that can access the reports.
  5. Click the Included Reports tab.
  6. Select the applicable Reports.
  7. Click the Group Options tab.
  8. Click Save.
 
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