What are report groups?
Report groups control which reports each user can access in EDGEauditor. Setting them up before you start building your reports will save you time later.
For example, groomers might only need access to grooming logs - they wouldn't need to see daily park inspections or accident investigation reports. Report groups let you make sure everyone sees only what's relevant to their role.
How to create a report group
From the side navigation menu, go to Reports > Report Groups.
Click the blue New Group button on the right side of the screen.
In the panel that opens, give your group a name that reflects the role or team it's for (e.g., Snowmaking, Grooming, Patrol, Risk Management, Parks).
On the left side of the panel, select the users you want to include in the group. You can scroll through the list or start typing a name to filter the results.
On the right side of the panel, select the reports you want this group to have access to. You can type a report or folder name to filter the results.
To select an entire folder: Check the box next to the folder name. This will include all reports in that folder and any sub-folders inside it.
To select only specific reports: Click the folder name to expand it, then check only the reports you want.
Click the green Save button at the bottom of the panel when you're done.
How to edit an existing report group
From the Report Groups main screen, click the name of the group you want to update. The same panel will open, where you can add or remove users and reports as needed.