Monthly Reports

Karen Avery

Is there a way to “group” a set of reports that need to be generated monthly so that someone could go to that “group”, update the dates and print the reports?

Thank you.

Lisa Olscamp

@Karen Avery following

Kevin Brazell

@Karen Avery There are the report tags that can be used for classification / grouping. Just create a tag in DB view, then add it to a report when being created or after it was created by adding a tag to it. The only thing to look out for is if a report is saved where the box is not marked where others can make changes, it won't let you add a tag afterwards. In that case save a new copy of the report with a slightly different name. Add the tag and likely add the box for others can modify so you can edit it as time goes on.