Add or Edit a Report Group

Note: Don't see this yet? This feature is in Limited Availability (LA) and is releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

Use report groups to bundle up to 20 reports and automatically generate and email them based on a schedule. Report groups streamline recurring reporting, saving time while ensuring consistent, reliable insights across your organization.

1. From Analysis, Reports, under Groups, select Add.

   Tip: The steps below also apply to editing. To update group details or the schedule, select Edit from a group's menu, then save your changes. A message informs you when your save completes. At any time, you can view the message under your top-level navigation bell.

2. Enter a unique group name and description.

3. Select up to 20 reports to include in the group, then choose a report format for each.

   Tip: Choose the file format that best fits each recipient’s needs, such as PDF or Excel, so stakeholders receive reports in the format they prefer.

4. To email the report to other users, select Add schedule.

5. Specify dates, times, a recurrence, frequency, and file format. Then choose your recipients.

   Tip: You can add and select external users or choose existing Financial Edge NXT users.

   Warning: The details included in a report are based on the security access of the user who schedules the report. The recipient will be able to view all details, irrespective of their own security access.

   Warning: The ability to schedule, email, and receive reports is based on specific reporting role permissions. Only users associated with the Queue task for the Shared components role can use Report Scheduler functionality.

6. When ready, select Save. You return to the Groups tab.

   • Scheduled reports generate in the background to ensure your workflow is seamless and uninterrupted. After completion, access the reports from the notification bell icon. Review more details in our generate reports tutorial.

     Tip: When generating immediately, a slight delay may occur. To allow for adequate processing, set the schedule to generate several minutes ahead of your current time.

   • To reduce clutter, the Recently generated tab shows newly generated individual reports, while the group itself remains on the Groups tab.

   • Reports are emailed at the date, time, and frequency you specified.

   • Depending on your needs, you can also manually generate a group's reports on demand. From the Groups tab, select Generate reports from a group's menu.

   • To quickly edit a report group's schedule directly from the list of groups, under Email schedule, select the frequency.