Grouping Reports in Sigma

Using the Create New Group feature in Sigma, you can group different reports in several forms. The main benefit of group reports is that several reports can be grouped together, thereby making it easier to generate reports. Once several reports are grouped together, all those reports in the group can be generated by executing the group instead of generating those reports separately.

Create report group and generate those reports

Perform the following steps to group reports and then generate those reports:

1. Log on to the Sigma application and click Information Reports workspace. In the Sigma Application, the Information Reports workspace is displayed by default after logging on to the application.
   
   
   
2. Click the Create New Group tab.
   
   
   The Create New Group tab appears, as shown in the following screen shot:
   
   
   
   
3. Enter a unique report group ID in the Report Group Id field.
4. Enter a unique report group name in the Report Group Name field. For example, Summary Group.

5. Choose the report group format from the Report Group Format drop-down list. For example, PDF is chosen as the report group format.
   
   

   The Report Group Format varies based on the Generate Output As option selected.

   • If you choose Individual File option, PDF and XLS formats are supported.
   • If you choose Single File option, PDF and XLS formats are supported.
   • If you choose Multi Sheet option, XLS format is only supported.

   
   

6. Select the reports/groups that are to be grouped from the Select Reports/Groups drop-down list.
   
   
7. If suppose you want to filter the report results based on some parameters, select the filter from the Select Filter drop-down list in the Filter Criteria section.
8. Select the Generate Output As category. Here, Individual file is selected as the format to be generated as an output.
9. Click the Compress option to generate the output file in a compressed (zip) manner if required.
10. Perform any of the following:
    • To execute the report, click Run.
    • To save the report, click Save.
    • To save and execute (generate) the report, click Save and Run.
      
      A confirmation message appears.
      
      

11. Click OK for the message.
    
    If you have clicked Save and Run, the generated reports appear on the Generated Reports tab.
    

    The created report group in Sigma Application will not be visible in Sigma Studio, but whereas the report groups configured in Sigma Studio, can be viewed in Sigma Application. For detailed information on creating report groups in Sigma Studio, refer Creating a Report Group.

    
    All the selected reports/groups are generated separately, since Individual File option is chosen for the Generate Output As field in this example.
    
    

    • If Single File is selected, all the selected reports/groups are generated separately and in addition, a single file combining all these reports/groups gets generated.

    
    

    • If Multi Sheet is selected, all the selected reports/groups are generated separately and in addition, a Microsoft Excel file format (XLS) file gets generated with the multiple sheets.