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Report Set Definitions

A report set is a collection of report definitions. You can schedule a report set definition just like you would an individual report definition. This saves you the trouble of scheduling individual report definitions one at a time.

Creating a New Report Set Definition

Click the New Report Set button to create a new report set definition. The New Report Set dialog displays the following tabs.

General

  • General - Enter the report set name and description.
  • Message - Enter the default subject line and message used to notify users when the report set is distributed.

Reports

  • Check the report definitions you want to include in the report set definition.

Editing an Existing Report Set Definition

  1. Click an existing report set definitions in the report set folder trees in the middle pane.
  2. Click the Edit Report Set button to edit the report set definition. The Edit Report Set dialog displays the same options as the New Report Set dialog described above.

Viewing Report Set Definition Properties

  1. Click an existing report set definitions in the report set folder trees in the middle pane.
  2. You can view the configuration of the report set definition in the right hand pane:
    • The Assigned Reports section of the Schedule tab displays the report definitions included in the report set. You can Assign or Remove report definitions using this section.
    • The General tab displays the default subject line and message used to notify users when the report set is distributed.