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:

Select Configuration > Groups in Navigation pane.
Click Add.

View the field descriptions for the Groups page
Enter a group name (without spaces) in GROUP ID field.
Enter a brief description about group in GROUP DESCRIPTION field.
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.
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.
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.
Click Save.
Click Vertical View to enter a threshold ID for data quality scoring (optional).
Click Edit.

View the field descriptions for the Groups page's Vertical View
Select a threshold from the Threshold ID list box.
Click Save.