Using Group Actions for Report Entities
- 01 Jul 2022
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Using Group Actions for Report Entities
- Updated on 01 Jul 2022
- 1 Minute to read
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Overview
Users can perform Group Actions for entities in a Report. To select multiple entities in a Report, first, click the Multiple Selection button in the top right of the page. Then right-click the entities and click Manage to see the list of actions that can be performed on the group.
Example
The following example utilizes a prebuilt and configured Report pertaining to Element Registration Data information as a Data Source. For information on how to create and configure a custom Report, see Creating Reports
To enable Group Actions on a Report, begin by either navigating to a preexisting Report, or creating a new one; this example uses the Report called DefaultReports found in the System > Designers > Catalog > System Defaults > Designer Entities Folder.
From the Report Designer, select the Run Report button from the top toolbar.
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From the Report Viewer, find and select the Multiple Selection button (displayed visually as an icon with a square within a square) from the right side of the screen beside the Actions button.
Note: Proper selection will shift the color of the button from a white background to an orange one.
Upon selection, a column of checkboxes will be added to the Report.
Upon selection of one or more checkboxes, a Group Actions menu will appear listing the shared actions available to the selected rows.
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