A Report Group is any number of Selected Reports that has been combined or grouped in the Print window. For example, the default Report Group, Assets with Stretch, contains a collection of presentations and reports that could be used to analyze different beneficiary elections.
Selecting a Report Group saves you from scrolling through the Available Reports and selecting individual reports to print.
To create a report group
- Using the Analyses, Presentation, and Comparisons tabs, select the reports for your Report Group.
- Click the Create Report Group button.
- In the New Report Group dialog box, enter a name for your Report Group and click OK. The name of your Report Group appears on the Report Groups tab in the Available Reports window.
To delete a report group
- 1On the Report Groups tab in the Available Reports list box, click the Report Group you want to delete.
- Press the Delete key on your keyboard. A warning appears.
- To delete the Report Group, click OK.
