Report Groups

Learning Outcome

On successful completion of this lesson, students will understand how to run use and create new Report Groups to be able to generate a selection of reports to be run at the same time on a regular basis.

Lesson

You may want to run a selection of reports on a regular basis. For example, at the end of each day you might want to run the Till Reconciliation report, Profit Center Breakdown report and Commission Report. Use the Report Groups form to group together a selection of reports that can all be run off at the same time.

Accessing Report Groups

1. Go to File and from the drop-down menu, select ‘Reports Groups’.

2. The Report Groups box will open

3. By default, EVE offers six standard Report Groups:
   1. Closing (and Test Closing)
   2. Daily Reports
   3. Weekly Reports
   4. Monthly Reports
   5. Yearly Reports
   6. Specify Range
4. You can define which reports are included in each group. You can also create new groups and delete or modify existing groups.

Running a Report Group

1. Select a Report Group
2. Click the ‘Run’ button

Creating a New Report Group

1. In Report Groups, click the ‘New’ button

2. The Report Group box will open.

3. Enter a Group Name and Period (from the drop-down menu) for the report.
4. Click Save and Close

Creating a New Configuration

1. Select a Report Group, then click the ‘New Config’ button

2. The Report Group box will open.

3. Enter the following data, some required, some optional:
   1. Config Name (Required)
   2. Type – select the type of report
   3. Store
   4. Cost Centre
   5. Profit Centre
   6. Employee
   7. PC
4. Click ‘Save’ then ‘Close’