Display the Select Groupings Dialog Box

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

  1. In the Navigation pane, select My Stuff > Reporting.
  2. Click the Reports tab, and select a report that uses groups.
    Depending on which report you selected, the Report form displays either a Groups tab or a Columns & Groups tab.
  3. In the Groupings grid, click + Manage Grouping to create a new grouping or modify an existing one.