Display the Select Groupings Dialog Box

Display the Select Groupings dialog box to create or modify groupings for use on reports.

  1. On the Navigation pane, select My Stuff > Reporting.
  2. On the Reporting form, click the Reports tab and select a report from the list.
  3. Depending on the report, click either the Columns tab or the Columns & Groups tab and navigate to the Groupings grid.
  4. In the Groupings grid, click + Manage Grouping to create a new grouping or modify an existing one.