P&L CPM report groups

For ease of scheduling, report run options can be set up in a report group. A report group can be run with the entry of an overriding reporting year and period range.

1. At the EMMS main menu, select Administration | Reports | P&L CPM Reports | P&L Report Table Setup | Work With Report Groups. The P&L CPM Report Groups display screen appears.
2. Click Add . The Add P&L CPM Report Group screen appears.
3. Fill in the fields as required.

   Report Groupis a unique code identifying a particular group of reports.

   Descriptionis the name of the report group.

   User Groupis a specific user group that will have access to the report group. Leave blank for all. You can click on the Prompt button to select the group from a list. If entered, no other user groups will have access to the report group.

4. Click Enter . The Confirm prompt appears.
5. Click Confirm. The P&L CPM Report Group Reports display screen appears.
6. Click Change . The Select P&L CPM Reports for Group screen appears.
7. If necessary, click Toggle All/Unselected to view all available reports.
8. Right-click on a report to be added to the group and select Select. An asterisk will appear in front of the group.
9. Repeat step 8 as required.
10. Click Exit twice to return to the menu.

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