Group Form

The Group form generates a report that contains all groups and users assigned to each group. It gathers data from the Groups form. By default, it sorts records alphabetically by Group ID then by User ID.

All report forms in the Reports panel share the same toolbar.

Group

This grid contains the following toolbar and columns:

Grid Toolbar

Field

Description

Print

Select this option from the Group drop-down list to display the Print Preview window of the grid's content.

Export to Excel

Select this option from the Group drop-down list to open the content of the grid in Microsoft Excel.

Enable Grouping

Select this option from the Group drop-down list to group column records within the grid. To group column data, you can drag a column header to a field above the column headers. The field only displays when the Enable Grouping option is selected.

Selecting this option also displays (Filter icon) beside each column header. It allows you to specify filter criteria for a selected column. Clicking the icon displays a drop-down list with the following options:

  • (All) — Select this option to display all records.

  • (Custom) — Select this option to display the Custom Filter dialog box.

  • (Blanks) — Select this option to display all records that do not contain information in the header of the selected column.

  • (NonBlanks) — Select this option to display all records that contain information for the selected column.  

Other options also display, depending on the columns that you select. For example, selecting the Group ID column that includes Sales also displays Sales in the Filter drop-down list.

You can resize the columns, move them by dragging and dropping them into your preferred location, and sort records by clicking column headers. Changing the column order also changes the organization of the report. You can also expand and collapse the group to show or hide sub-groups. By default, all groups are collapsed.

Grid Columns

Field

Description

Group ID

This column displays a group to which users are assigned.

Group Description

This column displays brief description of the selected group.

User ID

This column displays the user ID of the user assigned to the group

First Name

This column displays the user's first name.

Last Name

This column displays the user's last name.

Location

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