User groups help govern reporting compliance by ruling which users need to do a training set up in a report column. For this to work, the associated user groups need to be included and linked to a report column. Without user groups, a report column will appear with blank cells with no data for an entire column, or sites, and certain job roles.
Below are the steps to include a user group in a column and the associated report configurations.
Include a User Group in a Column
Sign in to the Admin Tool.
Click Config.
Click Reporting Columns.
Find the column you want to add the user group to and select it to open the column details.
Scroll down to the User Group section.
Click the add icon
Select the user group to be included and click Add.
🤓Tip: If you need to create a user group follow this guide.
Scroll down, then click Save.
Include the user group in the report
Once you include a user group in a column you'll also need to include the user group in the report that the column is set up in. To do this follow the steps below.
Click Config.
Click Reports.
Locate the report title and click on it once to open it.
Scroll down to the User Groups section.
Click the add icon
Select the user group to be included and click Add.
Scroll down and click Save.
🤓Tip: You can also use the User Groups With Access and User Groups Excluded From Access by including user groups to manage who can view the reports.