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To configure a report group in Sigma Studio, perform the following steps:

  1. On the home page of Sigma Studio, click Create > Report Group.



    The Create Report Group page appears.



  2. Enter the report group ID in the Report Group Id field, e.g. ACCOUNT_TRANSACTIONS.

    No blank spaces or special characters should be used in the Report Group Id field. However, you can make use of the underscore symbol in the Report Group Id field.




  3. Enter the report group name in the Report Group Name field, e.g. ACCOUNT TRANSACTIONS.



  4. Click the Report Group Format drop-down list and select a format of your choice, e.g. PDF.



  5. Click the Data Entitlement option to select the data entitlements for the report group.



  6. Click the Product, Sub-Product and Function Code drop-down lists to select the appropriate product, sub-product and function codes for providing the configured report group access and data entitlements to a selected user group, e.g. CANVAS, CANVAS and VSBLTY. For detailed information on configuring data entitlements in Sigma Studio, refer Configuring Entitlements. 



  7. In the Create Report Group page, click the Select Reports/Groups drop-down list and select the reports of your choice to configure a report group, e.g. ACCOUNT DETAILS and TRANSACTION DETAILS.

    You should have already created individual reports in Sigma Studio before you configure a report group. For detailed information on creating reports in Sigma Studio, refer Configuring Reports.




  8. Click the Publishers drop-down list to select the report group publisher, e.g. ARCHIVAL.



  9. Click the Notification Channel drop-down list to select the notification channel for a report group, e.g. INBOX.

    Inbox, SMTP and SMS are the three available notification channels. Inbox indicates the messages that appear as notifications in the Sigma application. SMTP indicates electronic mails, whereas SMS appears as a text message in mobile. The Inbox notification channel is yet to be implemented in the Sigma Application. 




  10. To enable password protection for the report group, click the Password Protected drop-down list and select the Yes option. If you do not want to enable password protection for the report group, select the No option.



  11. Select any one of the available checkboxes from the Generate Output As field to select the output of the report group, e.g. Single File.

    Single File generates the selected reports as a single file. Individual File generates the selected reports as individual files. On selecting the Individual File option, the selected reports will individually get generated. For instance, if there are two reports in the selected report group, then the two reports will individually get generated as two different files in the Sigma Application. Multi Sheet generates the report group with multiple sheets.




  12. To compress the report group, select the Compress checkbox.



  13. To save the configured report group, click Save.



    A confirmation message, indicating a successful creation of the report group, appears.



  14. Click Ok.
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