How to create a group
Description
Cause
Resolution

Create a group

  1. Go to Customize, Group Manager.
  2. In Enter New Group Name, enter a group name, and click Add.
  3. In the group criteria window, select:
    • Look In
    • Select an Operator
    • Find What
  4. Add the group criteria:
    1. In Look In, select a field.
    2. In Select an Operator, choose the required operator.
    3. In Find What, enter or select the required value.
    4. Click Add.
    5. Repeat these steps for each criterion.
  5. Click OK.
  6. Click Close to exit Group Manager.

Run a report using the group

  1. Open any standard report.
  2. On the Report Definition screen, select the group from the Group list.
  3. Click Run Report.

Additional information

  • After you create a group, you can use it from the Group list on any Report Definition screen.
  • Build groups with multiple IS statements when you need several criteria.
  • Avoid multiple IS NOT statements for the same field.
  • Multiple criteria for the same field work as OR statements, not AND statements.
  • Multiple IS NOT statements for the same field cancel each other and include all assets.
Note: For guidance on excluding assets that don't share common fields, see How to create a group of assets that doesn’t have any field in common
Steps to duplicate
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