Forums Support Library RPA – Retirement Plan Analyzer Create Report Group

Viewing 0 reply threads
  • Author
    • Kathleen Reynolds
      Post count: 428

      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

      1. Using the Analyses, Presentation, and Comparisons tabs, select the reports for your Report Group.
      2. Click the Create Report Group button.
      3. 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

      1. 1On the Report Groups tab in the Available Reports list box, click the Report Group you want to delete.
      2. Press the Delete key on your keyboard. A warning appears.
      3. To delete the Report Group, click OK.
Viewing 0 reply threads
  • The forum ‘RPA – Retirement Plan Analyzer’ is closed to new topics and replies.