Maintaining User Groups
The first step when setting up the report portfolio is to create user groups. Each user group is then assigned a specific report class hierarchy. When creating a user group you can use an existing user group as a reference. If the referenced user group has existing report classes or reports, a dialog box appears asking you if you wish to copy these also.
To create a user group, choose Information system
® Report portfolio ® User group ® Create.You can use an existing user group as a reference .
On the next screen, you define what the hierarchy graphic of the report classes within the user group should look like.
You must choose a background color, representation form, orientation (whether the upper node should appear at the top, bottom, left or right side of the window) and size (whether the graphic should be optimized to fit in the window or whether it should remain a standard size). The system displays proposal values for the hierarchy graphic. You can overwrite these by having the possible entries displayed and then choosing values.
In addition to the parameters which you previously defined, you can change many settings within the hierarchy graphic itself and then save them. You can access the graphic under: Change user group ® Report class overview. You can find more detailed information on the graphic display under Help in the graphic window.
You can change and display a report class in a similar way. User groups can be printed from Microsoft Word for Windows. For more information see Printing with Microsoft Word for Windows in the Report Portfolio.
Most users of the report portfolio wish to have their user group displayed automatically, without having to actually enter it. To do this, enter the appropriate user group in parameter HID in each user's parameters ( System ® User profile ® Own data ).
If you work with various user groups, you can enter the user group you are currently working with in the report portfolio under menu option Report portfolio ® Set user group. This user group is then automatically called up when you choose Information system ® Report portfolio in the Executive Menu. This setting is stored by the system until you change it, or until you log off the system. The user group you enter here temporarily overrides any setting made for you in parameter HID.