Overview

A reporting group is used to map virtual products and users in one particular group so that users can view data of the products available from the same reporting group.

Authorized user are able to view a list of reporting groups by selecting the “Reporting Group” menu from the left navigation panel. Authorized users can create a reporting group to add the list of virtual products and users in a single group.  They can also add/edit/delete reporting groups.

How does it work

Step 1 – Reporting Groups List

• Select the  icon from the left navigation panel
• Users are navigated to the list of all added reporting groups with the following options:
  • Reporting Group List
    • Users can view the list of already added reporting groups
    • Select any reporting group from the list to view the “Reporting Group Details” page (Refer to Step 5)
  • Search Reporting Group
    • Users can search for reporting groups from the list of already added reporting groups
    • By entering any search keyword, the system will filter the list of reporting groups based on the inserted keyword
  • Configure Reporting Group Button
    • This navigates users to the “Configure Reporting Group” page
  • Add Button
    •  This navigates users to the “Add Reporting” page (Refer to Step 2)
  • Edit Button
    •  This navigates users to the “Edit Reporting” page (Refer to Step 3)
  • Delete Reporting Group
    • This navigates users to the “Delete Reporting” page (Refer to Step 4)

Step 2 – Add Reporting Group

• Enter the following details to add new reporting group:

• Click “Cancel” to go back to the “Reporting Group Details” page without saving any information
• Click the “Save” button to save the new reporting group
  • The new product line information is validated after the user clicks the “Save” button
  • If proper values are inserted into all required fields, the following will occur:
    • The system will notify the user with a success message ("Reporting Group Added Successfully”)
      • Users are redirected to the “Reporting Group Details” page. (Refer to Step 5)
    • The user will be notified with a proper error message when the following occurs:
      • If the user needs to enter any field level information
      • 

Step 3 – Edit Reporting Group

• Authorized users will be able to edit thhe following details of the selected reporting group:
  • Name
    • Unique Name of Reporting Group
  • Click the “Save” button to save the edited name
    • System will validate the reporting group information and notify the user if there is an error
  • Click “Cancel” to go back without editing any information

Step 4 – Delete Reporting Group

• Select any available reporting group from the list
• Click the “Delete” button to delete the selected reporting group
  • A pop-up appears with the confirmation message
    • Click “OK” to delete the reporting group
      • The reporting group will be deleted from the list
      • The system will notify the user with a success message (“Reporting Group Deleted Successfully”)
    • Click “Cancel” to go back without deleting the reporting group

Step 5 – View Reporting Group Details

• Users can see the following details for selected reporting group:
  • Name of the reporting group
  • Owner of the reporting group
  • Virtual Products
    • Users are automatically navigated to this tab when they select any reporting group.
    • This navigates users to the “Reporting Group – Virtual Products” section
  • Users
    • This navigates users to the “Reporting Group – Users” section
  • User Fields
    • This navigates users to the “Reporting Group - User Fields” section